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SECTOR ETFTLTIEFBEARISHCore thesis · 5/5

Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.

Private equity faces a structural headwind from higher rates

The thesis presented is that the private equity industry's past success was heavily aided by a 40-year secular decline in interest rates, and the new higher-rate environment represents a 'sea change' that will pressure returns and deal activity.

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The story so far
DORMANT · 3 MENTIONS · 2 SHOWS
1 UPDATE · 2 REPEAT
  1. 14 OCT 2025 · FIRST HEARD
    THE INSIGHT BY OAKTREE CAPITAL
  2. 14 OCT 2025
    THE MEMO BY HOWARD MARKS
  3. 9 APR 2026 · UPDATES
    THE MEMO BY HOWARD MARKS
    • Private equity faces a structural headwind from higher rates · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Private equity faces a structural headwind from higher rates · Zortix