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Mar 2025
19m 25s

Bain & Company’s 2025 Global Private Equ...

HUGH MACARTHUR, BAIN & COMPANY
About this episode
We cover three overarching themes from this year’s report, including clear evidence of an industry recovery, continuing challenges for GP’s, and strategies for winning the future. 
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Today
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What Kind of AI Cycle Are We Actually In?
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Macro Update: What Could Derail 2026?
Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities. 
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