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Q3 2020 Private Markets Outlook

US Macroeconomy

After the steepest economic decline in history during Q2, the US GDP skyrocketed by +33.1% during Q3-2020 which is in stark contrast to the -31.4% contraction in the previous quarter. Much of the country was shut down in the second quarter due to COVID-19 and that forced the economy to decline; most businesses reopened in Q3 with economic activity underpinned by increased consumer spending (+41%), gains in business (+83%) and residential (+59%) investment, and improved exports. Although headline GDP growth was very strong, the US economy is not on strong footing with unemployment still at 7.9% which is more than double the pre-pandemic unemployment rate. Some half of the 22 million jobs lost during March and April remain unfilled; 12.6 million people are still without work.

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CEPRES and Qontigo are developing a suite of factor risk models that provide broad coverage of the private asset space in Axioma Risk, Qontigo’s enterprise risk management platform.

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CEPRES 2021 Product Highlights

CEPRES has worked tirelessly to deliver value to our customers. CEPRES has added major capabilities to power your private equity digital transformation. Simply, the most powerful platform in private equity got smarter.

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Technology investing in private equity, already a hot sector before covid, gained further momentum during 2020. The data shows further increases in capital flowing to tech investment deals and away from traditional sectors, combined with increased returns and thriving fundamentals.

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