Private Equity Spotlight

How tariff turbulence is hitting private markets

21 snips
Apr 17, 2025
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INSIGHT

Secondaries Face Widening Bid-Ask Spreads

  • The secondaries market expects a near-term slowdown due to uncertainty widening bid-ask spreads.
  • LPs deliberate on timing sales for liquidity but some view the environment as a buying opportunity.
INSIGHT

Sector Impact Varies in Tariff Turmoil

  • Certain sectors like domestic manufacturing and digital transformation may be insulated from tariff impacts.
  • Consumer sectors face greater tariff challenges, while electronics and data center sectors remain uncertain.
INSIGHT

LPs Mostly Wait and Watch

  • LPs across types are mostly in a wait-and-see mode uncertain about market direction.
  • Family offices show nimble interest in buying while larger LPs face bureaucracy slowing secondary sales.
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