PE Earnings Calls Reflect Renewed Optimism in Q1’24 | Expand Your Perspective Newsletter

Economics & Country Risk | Monetary policy: Pivots and prospects

Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious stance and their focus on waiting for more inflation data. Explore the forecast for interest rate cuts in the eurozone and the potential impact on credit conditions and demand. We also discuss the vulnerability of currencies in emerging Europe to global pivots in monetary policy and the Bank of Japan's efforts to achieve sustainable inflation.

Next in Tech | Concerns About Fraud Drive AI Investment

Recent study results are identifying where AI is being put to work and how customers and end users are reacting to its use. There has been a slight positive shift in attitudes as there is more practical use in writing assistance and content creation. Enterprises are starting to integrate traditional AI techniques with generative AI capabilities and seeing success in customer service applications. It’s a complex landscape that impacts how AI will be viewed and leveraged.

M&A in Focus: Value Creation in a Higher-for-Longer World

With mega-deals among large public buyers dominating the last six months, attention is now turned to private equity and the middle market, who may be poised for a rebound. After nearly two years of declining activity and dry powder at record highs, is private capital ready to get back into M&A?

AI, Datacenters and Energy: Looming crisis or latest craze?

The emergence of AI into the mainstream public has exponentially bolstered the demand for computing power harvested by datacenters – an industry already working overtime to keep pace with the growing cloud computing market. How well-equipped is the current infrastructure suited to handle what is coming?

Tracing credit contagion effects from corporates to real estate
S&P Global Ratings currently rates 74% of real estate entities in investment grade - at “BBB- and above”. The credit ratings outlook is currently anchored around “Stable” for this sector, but companies with “Outlook Negative” at 15.6% exceed those with “Outlook Positive” by a ratio of 2.4:1. Click here to read the full analysis >>

Solar plus storage plants eye upward revenue trend in ERCOT
The Electric Reliability Council of Texas Inc. is a rapidly advancing market for renewables deployment, with Texas ranking among the top states for wind, solar and storage installations. Click here to learn more >>

Shifting dynamics in generative AI funding

This report maps funding data from S&P Global Market Insight to the 398 generative AI vendors contained in 451 Research's Generative AI Market Monitor & Forecast, digging into some of the key trends that underlie the investment spike.  Click here to access the complete report >>

Generative AI Market Activity Overview
Generative AI investments by private equity and venture capital firms reached an announced value of $4.5 billion in 2023, a 55% increase compared to 2022. In 2024 YTD, deal activity was off to a swift start, with $1.9 billion in PE/VC-backed investments. Click here to view our infograhic >>