PenSam related stories
All articles and analysis
What LPs are looking for in defence-related PE strategiesIn this podcast, we look at how investors are eyeing opportunities that could arise from an estimated €9trn spending spree over the next decade.
Carlyle launches dedicated defence, reindustrialisation fundCarlyle Defense and Reindustrialization Partners was registered in June.
Danish pension P+ seeks GPs for defence investmentThe €25bn retirement scheme for academics joins a growing list of European LPs exploring opportunities in the defence sector.
Denmark’s PenSam to maintain US PE exposure amid turmoilThe €27bn retirement fund is more relaxed about investments in private equity than infrastructure in the US, says head of private capital and real assets Jeppe Starup.
Key trends: ESG goes underground, but what’s material still mattersPolitical pressure has muted ESG rhetoric across private markets, but LP data suggests responsible investment remains firmly embedded.
Investors pivot to defence: Story of the YearEuropean governments have sharply ramped up defence budgets this year, leading to LPs and GPs alike undergoing a mass sentiment shift in favour of the sector.
How Finland’s state pension is scoping out GPs for defence investment'We are expecting some private equity managers to be investing in this area and we have been scanning their ESG policies,' says SPFF chief executive Timo Löyttyniemi.
Side Letter: Reskilling for retailEfforts to expand US retail access may be facing fresh political opposition; yet another LP is seeking to accommodate defence opportunities; India's secondaries landscape appears to be thriving.
Private equity returns to the front line on defenceEuropean investors’ mass pivot towards the defence sector has huge potential implications for private capital. Will the flow of money match the shift in sentiment?
How investors are adapting ESG policies on defencePension funds and insurers – as well as GPs – are revising documentation to permit investment into assets that are off limits for many.