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James Sutton

A container ship in dock for the Private Markets 2030 deglobalisation theme
In response to the rise of US trade tariffs, LPs are turning towards private credit and infrastructure โ€“ and eyeing opportunities in Europe.
Transaction volumes clocked in at $160bn for 2024, Evercore notes, up significantly from the two preceding years, yet with caution creeping in, plenty of LPs have paused allocations.
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