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Drivers of 2021's robust fundraising – an accelerated pace, bigger tickets, LPs pressing allocation limits and hot strategies like growth equity, tech and the energy transition – will likely also feature in 2022's market.

'Given where the cost of debt currently stands, we don’t expect near-term interest rate increases to have a meaningful impact on loan demand in 2022,' said Clark.

"Infusion therapy delivered in the home provides patients with the lowest cost of care relative to other alternatives and is always preferred by the patient," said One Equity Partners' Greg Belinfanti.

The CalPERS sale is among a slew of traditional LP portfolio sales to hit the market since the fall, with prices high and buyer interest piqued by more diversified investments.

'Many owners of private companies have found the past year to be very stressful, and are simply ready to sell and move on,' Mitchell said.

Companies that improve the shopping experience for consumers will have strong tailwinds and garner premium prices, Bernstein predicts.

"The dust is yet to settle on the new normal coming out of covid, but it is indisputable that technology was the shining star of the pandemic as virtually every company and industry was forced to accelerate their digitization efforts," says Monroe's Uddin.

David Grain: "The public sponsorship of telecommunications growth in the U.S. specifically, with over $60bn dedicated to the space, is timely and we are excited to see both the organic and strategic opportunities that will stem from it."

'The challenge is sifting through the Covid noise and determining what is permanent versus temporary,' says Hendrickson.

Crosspoint Capital joins the Home Depot as investors in Afero, hoping to take advantage of what could be a $1.6trn IoT market over the next four years.