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Key Takeaways:
• Rising employer taxes in the UK and political instability in France are driving fiscal pressures and reshaping market dynamics.
• Private equity must focus on resilient businesses with defensible market positions and operational agility to navigate these challenges effectively.
• A hands-on, value-driven approach is crucial for leveraging opportunities amidst rising costs, fiscal uncertainty, and monetary policy shifts.
📄 Full letter and insights attached.
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