Intermediate Capital Group (ICG)

Following the US presidential election, government fiscal positions are back in focus. What do President-elect Trump’s policies mean for the investing environment? Analysis in Nicholas Brooks’ latest macro economic report: ‘What does Trump’s election win mean for the global economy?’ 🔗 READ: https://lnkd.in/eiaUSCRt   ✨ DOWNLOAD PDF (Clients only): https://lnkd.in/ek9sVJzc At ICG we: 🌍 Invest globally 📈 Grow businesses and assets sustainably ✨ Value partnerships #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

Lomond, the UK's leading lettings and estate agent platform, announced that it has agreed a new partnership investment from ICG. LDC, founding Chairman Stuart Pender and management have also reinvested in the business. Lomond is a leading property management services provider to the UK lettings and sales market and one of the fastest growing platforms in the UK with over 50,000 properties under management. Lomond CEO Ed Phillips said "To have secured new investment from such a leading investor in ICG underlines the level of ambition of the team at Lomond and our new partner. We’re now looking forward to accelerating our growth in the coming years as we continue our journey as the best estate agency network in the UK." 🔗Read Lomond's press release: https://lnkd.in/earc58xq At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #PrivateMarkets #PrivateCapital #Alternatives Capital at risk. Past performance is not a reliable indicator of future results.

Manufacturing makes up a small share of most developed economies’ GDP, relative to services. China is therefore likely to be most negatively affected by President-elect Trump’s policies. The potential impact on China will be much larger than on Europe given the higher proposed tariff levels indicated for China and China’s much larger exposure to the manufacturing sector. The manufacturing sector makes up around 26% of China’s GDP. As growth slows, further fiscal support, monetary easing and yuan depreciation seem likely. More in Nicholas Brooks’ latest macro economic analysis report: ‘What does Trump’s election win mean for the global economy?’ 🔗 READ: https://lnkd.in/eiaUSCRt ✨ DOWNLOAD PDF (Clients only): https://lnkd.in/ek9sVJzc At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

The impact of higher tariffs on Europe is manageable. If President-elect Trump follows through on his threat to raise import tariffs on goods, while they will have potentially large consequences for parts of Europe’s manufacturing sector – autos, pharmaceuticals and machinery in particular – and may have secondary effects on companies servicing them, the impact on the broader Europe and UK economies should be manageable in our view. Why? To start with, the manufacturing sector makes up only around 15% and the services sector makes up over 80% of Europe’s GDP. Deeper analysis in Nicholas Brooks’ latest macro economic report: ‘What does Trump’s election win mean for the global economy?’ 🔗 READ: https://lnkd.in/eiaUSCRt ✨ DOWNLOAD PDF (Clients only): https://lnkd.in/ek9sVJzc At ICG we: 🌍 Invest globally 📈 Grow businesses and assets sustainably ✨ Value partnerships #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

ICG COO Sarah Faulkner participated in this panel, and "Vision 2025 and beyond" is the perfect topic for a leader driving change at ICG. It dovetails nicely with ICG's near-term ambitions for scaling up, scaling out and investing in our platform to meet the needs of our investment strategies and our global client base. A big thank-you to everyone speaking and attending, and in particular to BNP Paribas - Securities Services for hosting. #innovation #PrivateMarkets #PrivateCapital #Alternatives

US bond yields have moved up sharply over the past two months. The increase, however, has so far been an orderly one. With the US economy already growing at full potential, further stimulus risks driving inflation higher. Higher inflation and government bond yields have the potential to derail growth if the Treasury doesn’t appear to have a credible plan to fund the tax cuts proposed by President-elect Donald Trump. More in Nicholas Brooks' latest macro economic analysis report: ‘What does Trump’s election win mean for the global economy?’ 🔗 READ: https://lnkd.in/eiaUSCRt ✨ DOWNLOAD PDF (Clients only): https://lnkd.in/ek9sVJzc At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

President-elect Trump’s victory marks a watershed moment for the global economy and geopolitical landscape, writes ICG’s Head of Economic and Investment Research Nicholas Brooks. Key points: ☔ Trade tariffs expected to dampen growth, push inflation higher (initially) 🆗 US tariff rise impact on Europe and UK expected to be manageable 📊 Proposed US tax and regulatory policies are growth positive, but bring inflation and debt sustainability risks 🔄️ Markets have given the administration-in-waiting the benefit of the doubt, but this could change READ: https://lnkd.in/eiaUSCRt At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

US government debt on an unsustainable trajectory. For the incoming administration, there is little room for error. The US fiscal deficit is estimated at 7.6% of GDP this year and general government debt 122% of GDP. The US tax and regulatory policies proposed by President-elect Trump are growth positive, but bring inflation and debt sustainability risks. Markets have given the administration-in-waiting the benefit of the doubt, but this could change. More in Nicholas Brooks' latest macro economic analysis report: 'What does Trump’s election win mean for the global economy?' 🔗 READ: https://lnkd.in/eiaUSCRt ✨ DOWNLOAD PDF (Clients only): https://lnkd.in/ek9sVJzc At ICG we: 🌍 Invest globally 📈 Grow businesses and assets sustainably ✨ Value partnerships #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

Professional Pensions recently hosted its annual Investment Awards and ICG is Commercial Real Estate Debt Manager of the Year – for a second consecutive year. Professional Pensions’ robust methodology considers performance over both a twelve month and three year time period. Thanks Professional Pensions for the recognition and well done to our Real Estate Debt team for consistently delivering year on year 📈 🔗 View the 2024 winners: https://lnkd.in/enP5_cw7 At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #Awards #ProfessionalPensions #RealEstate #RealEstateDebt #PrivateMarkets #PrivateCapital #Alternatives Capital at risk.

“The Private Markets Decarbonisation Roadmap offers a clear framework for investors to communicate the decarbonisation journey of individual assets as well as portfolios, across asset classes,” commented Elsa Palanza, Global Head of Sustainability & ESG at ICG. “PMDR helps firms like ICG to identify where there is opportunity to engage, and where our efforts have yielded progress over time. We were pleased to work with iC International and private markets industry leaders to build and expand this important tool, and we will continue to utilize it to communicate with our clients and other important stakeholders.” At ICG we: 📋 Invest responsibly 🖼️ Operate with purpose 🌿 Are committed to decarbonisation #PrivateMarkets #PrivateCapital #Alternatives #Sustainability #ResponsibleInvesting Capital at risk. Past performance is not a reliable indicator of future results.