Plymouth County Retirement Association related stories
All articles and analysis
Side Letter: Tariff, or not tariff?Tariffs are infusing multiple layers of uncertainty into valuations, which could delay deal activity and prolong holding periods. Plus: OTPP will bid Hong Kong adieu; and Oakley Capital hits its hard-cap. Here's today's brief, for our valued subscribers only.
Side Letter: How risky is NAV financing?A new white paper looks to dispel fears that NAV loans represent an excessive level of leverage for buyout funds. Plus: an Italian PE firm breaks records; and a California pension is hungry for buyouts. Here's today's brief, for our valued subscribers only
Side Letter: LACERS' performance envyLACERS believes private markets could cure what ails its underwhelming returns. Plus: Secondaries musical chairs continue apace with a Jefferies to Moelis move; and Carlyle has a new APAC wealth head. Here's today's brief, for our valued subscribers only.
Side Letter: What's afoot at AIMCo?The Alberta government has ousted AIMCo board members, including its CEO. Plus: diversification is the key to AlpInvest's success; and CVC's $500m software continuation vehicle. Here's today's brief, for our valued subscribers only.
Side Letter: Blackstone's deployment driveBlackstone's deployment drive looks set to continue as interest rates fall. Plus: Harvard's university endowment is still seeing private equity underperform public markets; and a politician calls for the asset class to aid rebuilding efforts after a series of devastating hurricanes. Here's today's brief, for our valued subscribers only.
Side Letter: QIA's APAC expansionThe $445 billion QIA is massively expanding its Asia-Pacific footprint to capture private equity opportunities in the region. Plus: why some experts believe concerns over NAV loans have been blown out of proportion. Here's today's brief, for our valued subscribers only.
Side Letter: Carry tax clarityWhat constitutes capital at risk when it comes to CGT treatment of carry? Plus: Why sector specialists might survive PE's consolidation craze and HarbourVest raises a secondaries giant. Here's today's brief, for our valued subscribers only.
Side Letter: ILPA's NAV guidelinesILPA's newly released NAV guidelines should remove some of the friction between LPs and their managers. Plus: a look at the world's largest impact fundraisers; and Coller Capital has set a hard-cap for its latest flagship. Here's today's brief, for our valued subscribers only.
Side Letter: CalPERS' labour concernsThe largest US public pension is cutting commitments to GPs with concerning labour practices in their portfolio. Plus: General Atlantic is raising another growth flagship; and Lincoln International checks the health of Europe's mid-market. Here's today's brief, for our valued subscribers only.
Side Letter: Carry tax increase?UK voters could find out more details about proposals to tax carried interest at the higher rate this week. Plus: Summit Partners' $9bn target; and promising signs for wealth and HNWI capital. Here's today's brief, for our valued subscribers only.