As we cross the halfway point of 2022, there are clearly some destabilizing macro trends. Whether the future holds a soft landing, an inflationary new normal, a mild recession, stagflation, or a severe recession—all of these outcomes are going to have a dramatic impact on how industries and companies perform. And that's why macro is at the forefront of many discussions about private investment these days. In this webinar, Bain Partners Hugh MacArthur, head of Bain’s Global Private Equity practice, and Karen Harris, managing director of Bain’s Macro Trends Group, examine the current macroeconomic outlook and its implications for investors.
Macro Risks: Everything, Everywhere, All at Once
Faced with an unsettling convergence of macro risks, investors must consider the possible outcomes for the global economy, from best- to worst-case scenarios.
Shifting Gears: Private Equity Report Midyear 2022
First-half deal value was strong, but inflationary pressures are starting to hit home.
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