While performance across the chemicals and specialty materials sector remains highly end-market specific, several longer-term trends are reinforcing optimism. Key drivers include increased investor activity, significant pent-up demand from private equity players sitting on record levels of dry powder, and continued M&A activity from strategic buyers focused on portfolio optimization. These dynamics suggest that the sector is well-positioned for sustained growth and value creation, even amid evolving macroeconomic conditions. Access our Q2 brief for more on key themes and insights, including: 

• What we’re reading 

• Select recent transactions 

• Public market valuation metrics