Schroders Capital

Schroders Capital, the private capital arm of Schroders, manages more than $25bn in private equity assets.

Heightened volatility in public markets could speed up the adoption of the total portfolio approach among institutions, Marc Rowan has said.

Political pressure has muted ESG rhetoric across private markets, but LP data suggests responsible investment remains firmly embedded.

The slowdown in fundraising, deal activity and exits, combined with wider market pressures, is creating opportunities for PE investors, especially in less efficient market segments, writes Schroders Capital’s Nils Rode.

Opening up alternative assets to non-institutional investors, from HNWIs to 401(k) account holders, represents up to $80trn. It's an alluring pot of capital for an industry with flatlining annual fundraising figures in some asset classes. And yet, multiple headwinds exist, making the journey towards increasing democratisation far from straightforward.

The advent of artificial intelligence is prompting many GPs to rethink their approach to recruitment, training and progression.

Deal origination has so far failed to feature highly among the early use cases for generative AI in PE, but that is beginning to change.