Macro Meets the Real Economy: Credit, Private Equity, and the Next Investment Cycle

As interest rates remain structurally higher and geopolitical uncertainty reshapes capital flows, investors across private equity, credit, and institutional portfolios are recalibrating how capital is deployed into the real economy. This conversation examines how macro conditions are translating into deal activity, credit dispersion, and sector-level investment opportunities. From middle-market resilience and AI-driven productivity shifts to opportunistic credit and evolving deal structures, investors will share how they are navigating volatility while identifying the next wave of capital deployment.