Q1 2024 Pantheon View: Three key themes for private markets

As we reflect on the lessons from 2023 and the opening weeks of 2024, our Managing Partner, Paul Ward, gives his Q1 2024 outlook and shares our views and research outlining three pivotal themes that could shape private market activity:

  1. Financing pressures and performance dispersion driving an intensified focus on manager and asset selection.
  2. Unlocking of dealmaking across private markets, amid soaring dry powder levels and recalibrated new deal valuations.
  3. Secondary markets remaining a strategic imperative amid sustained liquidity demands.