Private equity investing reports from May show notable gains in

Private equity investing reports from May show notable gains in agritech-related equities, with sector returns exceeding 11% annualized. Funds are positioning to capitalize on sustainable farming innovations amid tightening global supply chains. The six largest trusts have seen their investments grow by double-digit percentages for the past 10 years, with few negative annual returns to be seen. However, returns within the category are widely dispersed, which reflects not just the relative success of the funds, but also the variations in strategies. In contrast, the correlation between the global markets stock index and the global bonds index was 0.43. This suggests that private equity trusts have a lower correlation with listed equities than listed equities have with the bond market, which are included in diversified portfolios together because of their low correlation. Private equity investing is being influenced by lower volatility in equity markets, with the S&P 500 holding near record highs. Funds are shifting toward dividend-yielding targets, as current Fed rate expectations point to a possible cut in Q4 2024, improving leveraged buyout dynamics.