The Pulse of Private Equity – 8/13/2018

Tariff questions, private equity edition

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Download PitchBook’s 2Q 2018 M&A Report here.

Like every tariff-related conversation, it’s too early to tell what impacts they’ll have on private equity. But like many PE-related conversations, different investors see different outcomes when looking at the same thing. Carlyle’s David Rubenstein, in an interview with CNBC, says that while the impact is so far de minimis, a long-standing trade war “wouldn’t be something people would like.” KKR believes otherwise, at least as it regards opportunities for PE.