ALTAROC ANALYSIS: Private Equity – Sector Rotation Instead of Broad Market Weakness
Altaroc analyzes the private equity environment in the 1st half of 2026: US software is weakening, capital is rotating in energy, among other things; Europe (especially large caps) and Asia are rising. Valuation gap to stock exchanges is widening. Exits, IPOs and secondaries are stimulating liquidity, while distributions remain scarce.
