JPMorgan Chase 'Positive' on Private Equity in 2025

The video discusses the outlook for private equity in 2025, highlighting increased exit activity, cheap valuations in Europe, and the role of activists. It explores the impact of fiscal policies in Europe, comparing large and midcap PE players, and the potential for growth. The discussion includes tech investments, lessons from North Volt, and the defense sector's ESG concerns. It concludes with insights into long-term investment strategies in private equity.

What are the three areas that contribute to a positive outlook for private equity in 2025?

How are activists influencing private equity deals in Europe?

What factors are contributing to the attractiveness of infrastructure deals in private equity?

How do midcap private equity firms differentiate themselves from large cap players?

What is the significance of the valuation gap between Europe and the US for private equity?

What challenges do private equity firms face when investing in new technologies?

What is the current attitude of private equity firms towards long-term investments?