How can we explain the strength and resilience of the US economy?

Published on

31/1/2024

Amended on

3/4/2024

minute(s)

Private Equity, which originated in the United States 50 years ago, remains a benchmark sector for investment. Altaroc aims to allocate 40% of its vintage funds to the United States. With a shrinking trade deficit, stable inflation and a solid job market, the US economy is in good shape.

Damien Hélène

This article has been automatically translated. Please excuse any inaccuracies or translation errors.

Private Equity was born in the United States 50 years ago. Unsurprisingly, it is on the other side of the Atlantic that we find the managers with the best historical track records, making the United States the benchmark country for investing in this asset class. Altaroc aims to invest 40% of its vintage funds in the United States.

Thanks to a rise in exports, the country's trade deficit narrowed more than expected. Inflation is stable year-on-year. The US job market remains solid, and household consumption robust.

How can we explain the strength and resilience of the US economy?

Private equity continues to outperform other asset classes, including listed markets (France Invest)

Nordic Capital Kristoffer Melinder among the 50 most influential leaders in European private equity

Visma CEO Merete Hverven named one of the world's most inspiring leaders

Focus United States: 10 hypergrowth companies

10 hypergrowth US companies - Download Special Report No. 4

Private Equity, an industry born in the United States 60 years ago

Altaroc's decision to invest in US funds

The CVC US team share their vision of the current US market

Personal care and well-being: American companies enjoying exponential growth

B-to-B: these 4 US companies are growing their revenues by at least 45%.

These four US consumer companies are growing at between 30% and 100%.

The latest Hors-Séries

Special report N°9 - STG

Special report N°7 - Nordic Capital

Special report N°8 - Hg