QUANTITATIVEPERSPECTIVESUSMarketInsightsQ12024USMarketInsightsIntroductionPitchBookData,Inc.Pessimismentering2023hasgivenwaytorenewedJohnGabbertFounder,CEOconfidenceaboutaneconomicsoftlandingin2024.RatesNizarTarhuniVicePresident,InstitutionalResearchandEditorialhaveremainedelevated,butmarketexpectationsarethataDanielCook,CFAHeadofQuantitativeResearchhigher-for-not-much-longerenvironmentisuponus.Positiveeconomicindicators,improvingcreditconditions,andlowerResearchinflationhaveprivatemarketinvestorslookingforwardtothisyearandbeyond.ZaneCarmean,CFA,CAIALeadAnalyst,QuantitativeandFundsResearchzane.carmean@pitchbook.comStill,valuationsacrossmanyareasofthemarketappearhighrelativetothecurrentinterestrateregime,particularlyinHilaryWiek,CFA,CAIASeniorStrategisttrackingVC,buyout,andrealestatepricing.Plus,corporatehilary.wiek@pitchbook.comdefaultratestrendedhigherthroughout2023.ThenewNathanSchwartzQuantitativeResearchAnalystenvironmenthasledtoabifurcationacrosssectorsandnathan.schwartz@pitchbook.comstrategies.Asalways,therearerisksandopportunitiesforSusanHuAssociateQuantitativeResearchAnalystallocatorsinvestinginprivatecapitalmarkets.susan.hu@pitchbook.comWeproceedwithcautiousoptimismastheFederalReserveContact(Fed)appearstobedonewiththelatestseriesoftighteningmeasures,theprivatemarketshavehadplentyoftimetopbinstitutiona...
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