As the world navigates evolving trade policies under a new administration, markets are adjusting to the implications of sweeping tariffs on growth, inflation, and investments. But how will these developments impact the Private Equity asset class? What unique viewpoint does Private Equity offer in this environment? And how can investors leverage these dynamics to uncover opportunities amidst disruption?
On this episode of Disruptive Forces, host Anu Rajakumar is joined by Ralph Eissler, CFA, Head of Private Markets Research at Neuberger Berman. Together, they discuss insights from Ralph’s recent publication, "Tariffs Are Here: What Does That Mean for Private Equity?" They explore private equity’s resilience in the face of economic uncertainty and its strategic sectoral positioning.
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