"The window of opportunity for equities appears to have passed, as rising inflation and inflation expectations, aggressive central bank rhetoric and more downside to second-half growth as the tax rebates effect fades, weighed heavily on equity markets," said JPMorgan asset allocation strategists in a note to clients.
"Companies can't raise debt so there are opportunities for equity investment," Mr. Heckmann said.
Although the company's liquidity position appears to be stable over the near term with $3.5 billion in cash and $1.5 billion in available credit, we believe the company's debt burden limits the return opportunities for equity holders.
A bill introduced into the Congress this week by Senators Reed and Brown, with a companion bill introduced by Representative Fudge -- the "Core Opportunity Resources for Equity and Excellence Act" -- would make headway on the school resource issues that are essential for progress.
The market's collapse may prove to be an opportunity for private equity firms to acquire companies and business divisions at fire-sale prices.
And whereas Blackstone's IPO was, in part, about creating a way for Mr Schwarzman and other executives to cash out some of their stake in the firm, the money raised by GP was to invest in what Mr Bonchristiano, its co-head, calls a big opportunity for private equity in Brazil and much of Latin America.
REUTERS Private Equity Seenen Taking Banks Placee in Real Estate | The pressure that governments are placing on banks is pushing them out of the property market and providing an opportunity for private equity funds, Brett White, chief executive of the giant real estate firm CBRE, told The Financial Times.
He sees only a limited window of opportunity for private equity investing, at these prices anyway.
There may be an opportunity for private equity groups to invest in these midsize U.S. manufacturing companies because, while they are struggling to keep up with the Chinese competition, they retain substantial brand value, sales channels and intellectual property.
