Carlyle Group: Great Value Pick Amid Improving PE Landscape (Rating Upgrade)
CGCarlyle(CG) Seeking Alpha·2024-09-11 20:46
alexsl We see increasing evidence that deal flows for private equity asset managers are improving as the U.S. economy enters into a new monetary easing cycle. According to a recent report published by the Financial Times, four of the largest U.S. private capital groups, including Ares (ARES), Apollo (APO), Blackstone (BX), and KKR (KKR), have deployed a combined US$162bn in Q2 alone. Earnings data compiled by Bloomberg also indicate that seven of the world's largest private equity asset managers collect ...