Partners Group: We Aren't Hopeful About A Sponsor Recovery
Source: SeekingAlpha
2025-01-16 07:54:36 ET
Summary
- Partners Group Holding AG's performance fees are unlikely to double as expected in 2025 due to stagnant sponsor activity and limited private equity exits.
- The higher cost of capital environment is hampering new transactions and AUM growth. Sponsor activity and exits are concentrated in private credit with lower performance fees.
- Trumpflation and consumer behavior are perpetuating inflation, sustaining the higher cost of capital issue impacting Partners Group's results.
- Even in Europe where there is less of a cost of capital issue, IPOs are still weak and backing things up.
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Partners Group: We Aren't Hopeful About A Sponsor Recovery
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