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How today’s economic rebalancing is impacting PE
Manage episode 328222270 series 2659320
Greg Daco, EY-Parthenon Chief Economist, joins Winna Brown to discuss how macroeconomic factors such as inflation, monetary policy and the labor shortage will impact PE investment decisions and theses.
To discover more PE perspectives and insights, visit ey.com/privateequity.
These seven gauges will indicate how much PE activity will take place in the coming year:
- The positioning of a company in its sector
- Whether the sector is positively or negatively impacted by inflation
- How much pricing power a company has
- A company’s ability to pass on higher input and labor costs
- The price at which a company is acquired considering the higher cost of credit due to higher interest rates
- How resilient a company is in this economic environment
- The long-term value potential of a company and the type of value it brings
80 에피소드
Manage episode 328222270 series 2659320
Greg Daco, EY-Parthenon Chief Economist, joins Winna Brown to discuss how macroeconomic factors such as inflation, monetary policy and the labor shortage will impact PE investment decisions and theses.
To discover more PE perspectives and insights, visit ey.com/privateequity.
These seven gauges will indicate how much PE activity will take place in the coming year:
- The positioning of a company in its sector
- Whether the sector is positively or negatively impacted by inflation
- How much pricing power a company has
- A company’s ability to pass on higher input and labor costs
- The price at which a company is acquired considering the higher cost of credit due to higher interest rates
- How resilient a company is in this economic environment
- The long-term value potential of a company and the type of value it brings
80 에피소드
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