PE Opportunities: Schwarzman, Scemama, Meister at IPEM

The video discusses the unprecedented recalibration of the economy, highlighting increased funding costs and the attraction of private debt. It suggests that default levels will remain low unless a severe recession occurs. The video also covers the muted performance expected in Europe, fewer transactions due to recalibration, and the potential for record transactions in the future. It concludes with the impact of inflation on portfolios and the inevitability of a recession, questioning its timing and magnitude.

What is one reason for the increased interest in private debt?

• Rising unemployment rates

• Decreased economic growth

• Increased cost of funding

• High levels of default

What is the expected economic performance in Europe over the next year?

• High inflation

• Rapid growth

• Severe recession

• Muted performance

Why might there be fewer transactions currently compared to two years ago?

• Stricter regulations

• Higher inflation

• Economic recalibration

• Increased interest rates

What is impacting investment portfolios according to the transcript?

• Depreciation

• Stagnation

• Inflation

• Deflation

What is uncertain about the upcoming recession?

• Its effect on employment

• Its timing and magnitude

• Its impact on inflation

• Its occurrence