As wealthy individuals lower their return expectations for fixed income and cash equivalents, they will look more aggressively to private markets for outsized returns.
Fund managers will simultaneously partner with these institutions to gain access to a new set of LPs that create a new, consistent, and long-term capital stream for their funds.
We expect the AI field to start seeing consolidation, primarily through acquisition, in areas where AI can become a commodity, like large language models.
The IPO market will fully reopen, and we'll see some big names making their return to public markets, invigorating investment appetite.
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