Fundraising slowdown, the rebound of European mid-caps
After several years marked by particularly dynamic fundraising activity, the European private equity market is experiencing a noticeable slowdown. Rising interest rates, declining valuations, and macroeconomic uncertainty have profoundly changed financing conditions.
Why Large Caps are bigger in the US than in Europe
When comparing US and European equity markets, a structural difference immediately stands out: large-cap companies are significantly larger in the United States than in Europe.
How Claude and agentic AI are revolutionizing finance
Artificial intelligence is progressively transforming all areas of finance. But recently, a new evolution has particularly attracted the attention of banks, investment funds, and consulting firms: the emergence of agentic AI.
Due diligence is at the heart of every private equity transaction. It is meant to allow investors to identify risks, validate investment assumptions, and secure their decision.However, despite increasingly sophisticated processes, some transactions later reveal major weaknesses that had not been identified.
Why “timing” is often more important than price in private equity
In private equity, a widely held belief is that performance primarily depends on the entry price. Buying “at the right price” is seen as the key to securing strong returns. However, in practice, many experienced investors believe that timing plays an even more decisive role.
Long/short strategies explained simply: how hedge funds generate performance
Hedge funds are often associated with complex and difficult-to-understand strategies. However, one of the most widely used approaches — the long/short strategy — is based on a relatively simple principle: profiting from both rising and falling markets.
What is a consolidation platform for a private equity fund, what is its purpose and how can it boost returns?
In the world of private equity, value creation no longer relies solely on leverage or organic performance improvement. Increasingly, funds rely on structured external growth strategies, the most emblematic of which is the consolidation platform, often referred to as a “buy-and-build” strategy.
Behind this concept lies a methodical approach aimed at transforming an initial player into a leader in a fragmented market.
“Super cycles” in finance: how some investors anticipate major market trends
In finance, most participants focus on the short term: quarterly earnings, central bank announcements, daily market fluctuations. However, some investors adopt a radically different approach. They seek to identify what are known as “super cycles”, meaning long-term trends that can last several years, or even several decades.