Home Tariffs
Tariffs
As the year draws down, it’s time for PE firms and portcos to start charting a better path to growth in 2026. In this podcast, we look at the hard questions they need to be asking themselves around costs, working capital, benchmarks and accountability.
In response to the rise of US trade tariffs, LPs are turning towards private credit and infrastructure – and eyeing opportunities in Europe.
Managers weigh in on the private equity playbook amid a more protectionist US trade policy.
A long-term approach and a ‘don’t panic’ mentality are key in an industry that is particularly vulnerable to macroeconomic headwinds, says Rupert Howard, head of 3i’s UK private equity team.
Despite some immediate headwinds, Asia’s private equity landscape could stand to benefit from the Trump administration’s tariff policy.
The transport and logistics sector faces increased risk and subdued fundraising in an uncertain environment.
Strategic sales accounted for 26% of all private equity exit transactions recorded between January and June.
The US market is 'where we see the most active dealflow globally', says Alexandre Décary, La Caisse’s vice-president of Americas private equity.
North American funds were the most active during H1 2025 in spite of growing geopolitical uncertainty.
In the latest episode of PEI's Spotlight podcast, the co-managing partner at the $185bn private equity firm discusses what tools effective investors need during times of uncertainty.