Monthly insights into private markets

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The report provides insights into private markets, covering real estate, infrastructure, private equity, and credit. Key points include:

• Real estate shows signs of bottoming as property yields stabilize, but sustained recovery depends on a favorable interest rate outlook.
• Private infrastructure benefits from GDP growth and high inflation, though deal flows remain below peak levels.
• Private equity anticipates increased IPO activity as rates decline, with Asia benefiting from China’s recent stimulus.

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