Adam Smallman

At London Investor Council, members say: 'We’re risk-on, but you’d better earn it'

Investors are keeping a close eye on AI, defence and liquidity dynamics but require managers to clearly distinguish their strategies from those available elsewhere, according to conversations at PEI Group's latest Investor Council gathering.

Dealflow is spurring optimism, yet inflation poses real risk

Propelled by the prospect of rising taxes, US dealflow is super-hot, said participants at PEI’s CFOs & COOs Forum. But there are caveats.

US private equity dealflow optimism tempered by inflation – COO panel

US dealflow is super hot, said participants at Private Equity International's CFOs and COOs Forum 2021.

Carl Thoma: Fee structures won’t last 10 years, carry tax will change in four

The Thoma Bravo co-founder stays upbeat amid rising political risks and has some warnings for the private equity industry.