EPISODE · Dec 3, 2025 · 22 MIN
Global Economic Outlook for Private Markets with Mark Pepler & Derek Mills
from CapLink Group · host CapLink Group
Understanding the macroeconomic forces shaping global markets is essential for private market investors navigating inflation, interest rates, and geopolitical uncertainty.In this closing keynote conversation from the New York Private Capital Summit, Mark Pepler, Partner at EY, speaks with Derek Mills, Managing Director of Value Creation at Permira, about the global economic outlook and its implications for private market investing.They explore how leading private funds are future-proofing their portfolios, discuss investment strategies and risk management approaches in today's volatile environment, and examine the geopolitical shifts that are reshaping capital allocation decisions. Critical insights for investors focused on long-term value creation and portfolio resilience.Featured: Mark Pepler - Partner, EYDerek Mills - Managing Director, Value Creation, PermiraLearn more about CapLink Group events: https://caplink-group.com
What this episode covers
Understanding the macroeconomic forces shaping global markets is essential for private market investors navigating inflation, interest rates, and geopolitical uncertainty.In this closing keynote conversation from the New York Private Capital Summit, Mark Pepler, Partner at EY, speaks with Derek Mills, Managing Director of Value Creation at Permira, about the global economic outlook and its implications for private market investing.They explore how leading private funds are future-proofing their portfolios, discuss investment strategies and risk management approaches in today's volatile environment, and examine the geopolitical shifts that are reshaping capital allocation decisions. Critical insights for investors focused on long-term value creation and portfolio resilience.Featured: Mark Pepler - Partner, EYDerek Mills - Managing Director, Value Creation, PermiraLearn more about CapLink Group events: https://caplink-group.com
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Global Economic Outlook for Private Markets with Mark Pepler & Derek Mills
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