Adam Le

What LPs are looking for in defence-related PE strategies

In this podcast, we look at how investors are eyeing opportunities that could arise from an estimated €9trn spending spree over the next decade.

Software specialist Main to open London office after €5.25bn raise

Dutch manager Main Capital's focus on 'mission-critical companies' means it is less affected by AI-driven volatility in the wider market, managing partner Sjoerd Aarts tells PEI.

A question of benchmarking

Institutional investors are right to be increasingly curious about the best ways to evaluate their PE portfolio performance.

CalPERS promotes Orlich to oversee private markets portfolio

Anton Orlich, architect of the US pension giant's PE turnaround, will now also be responsible for its private credit, real estate, infrastructure and other alternative programmes.

Placement agents still have a place in a fast-evolving industry

Our latest ranking shows external fundraisers are fuelling growth in the lower and mid-market, and are continuing to support emerging managers.

Shifting gear: GPs adapt to the new normal

Longer hold periods and lower distribution rates mean LPs can expect managers to offer alpha-delivering strategies via increasingly differentiated ways.

Partners Group targets long-hold and yield 'white space' with new PE strategy

The Total Return Strategy plans to hold businesses for up to 12 years and will focus on immediate cash yield in addition to long-term equity appreciation.

Semi-liquids’ valuation conundrum

Apollo chief executive Marc Rowan’s comments this week point to a messy situation involving three of private markets’ hottest trends.

Geopolitics is leaving its mark on PE

Developments on the international stage are already reshaping deal activity and fundraising inflows.

SaaSpocalypse now? It's nuanced when it comes to PE funds

Our analysis this week of PEI Group performance data shows it's not all doom and gloom for software-focused funds, though the AI disruption threat is very real.