In this episode of Alternative Views, Private Equity Wire sits down with Andrew Bernstein, Head of Private Equity at Capital Dynamics, to discuss key trends shaping today's private markets.
Andrew shares his insight on sector resilience, dealmaking conditions, and opportunities in late primary investments amid ongoing economic and geopolitical uncertainty.
He highlights why healthcare and financial & business services have historically proven tariff-resilient, and considers whether these strengths can withstand broader supply chain disruptions. Andrew also examines how market volatility is influencing deal flow, including shifts in pricing, diligence, and manager selection.
For investors exploring the late primary segment, Andrew outlines what to look for when assessing opportunities, the most effective sourcing channels, and provides an inside look at a recent late primary investment executed by Capital Dynamics.
This conversation offers a concise, expert perspective on navigating today's complex private equity landscape and identifying resilient opportunities within it