UC Investments related stories
All articles and analysis
Side Letter: Swords and ploughsharesWhy GPs should stop worrying and learn to love defence. Plus: Future Fund's CIO is heading to the Middle East; and investors are increasingly hungry for small-cap CVs. Here's today's brief, for our valued subscribers only.
UC Regents lowers allocation target for private marketsThe higher interest rate environment has made fixed income investments more attractive, causing the institution to move away from private assets for the time being.
Side Letter: The big fundraising pictureThe state of play across private markets fundraising. Plus: US fund managers want more ESG leeway from their European LPs; and Leonard Green is back in the market with its 10th buyout flagship. Here's today's brief, for our valued subscribers only.
Side Letter: The importance of GP disciplineThe UK's £76 billion Universities Superannuation Scheme is eyeing smaller opportunities as it prioritises managers that can remain disciplined. Plus: LGT Capital Partners reckons this is the first decade in which private equity won't grow; and Rede looks to the Middle East. Here's today's brief, for our valued subscribers only.
Side Letter: Partners Group's royaltiesPartners Group has launched a new strategy dedicated to private markets royalties. Plus: an exploration of sponsor-led PIPEs; and another Japan fund has reached a close. Here's today's brief, for our valued subscribers only.
Side Letter: Value creation consolidationEQT's chief executive reckons the industry's heightened focus on value creation might catalyse consolidation. Plus: why discounts in Chinese secondaries might not be all they appear; and meet one of the private markets' most bullish foundations. Here's today's brief, for our valued subscribers only.
Kaiser Permanente makes dramatic entrance to the GI 100PEI’s LP of the year in North America also triumphs in the GI 100, suggesting this relative newcomer to the industry is here to stay.
Side Letter: Carlyle's Asia fundraise; CalPERS' PE proposals; OTPP's VC departureCarlyle Group has lofty ambitions for its next Asia mega-fund. Plus: California Public Employees' Retirement System is pondering a hefty allocation increase for private equity and Ontario Teachers' Public Pension Plan has lost its global head of VC funds.
Side Letter: EQT's investigation; $142bn on the horizon; Apollo's APAC additionsEQT's run-in with Swedish regulators suggests the path from private to public isn't as smooth as one might think. Plus: How much the 10 largest funds in market are targeting and Apollo continues to build out in Asia. Here's today's brief, for our valued subscribers only.
Five Chinese GPs you should knowWith regulatory, geopolitical and travel-related headwinds threatening western appetites for Chinese private equity firms, knowing which one to pick is more important than ever.