How Private Credit Is Displacing Bank Debt in Leveraged Buyouts: What It Means for Deal Valuations
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The 2026 Strategic Horizon: Capital Allocation in an Era of Physical Scarcity and Fiscal Dominance
As the 2023-2025 cycle concludes, market consensus suggests a fundamental regime change. The "high nominal growth" era is giving way to a period defined by shrinking cash yields, physical resource constraints, and aggressive industrial policy.
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