Europe's New Hope: Examining Private Credit And Equity
We are at a pivotal moment for Europe, supported by structural reforms and macro catalysts. While expanding credit markets and lower rates favor Private Equity over Private Credit, opportunities vary by segment. Large+ Buyouts are attractive as markets have priced in structural challenges. We downgrade Europe Private Credit, remain neutral on Europe Private Equity broadly but overweight Europe vs. North America in PE portfolios.
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BCA Research | Private Markets & Alternatives
Empirical analysis and expert advice on the most complex asset classes. It provides deeper insights into risks within private markets, benefiting both non-investors seeking understanding and investors aiming to enhance portfolio construction and management decisions.
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