Private Equity

Pensions

Side Letter: A giant departs

One of Japan's best-known and most-influential LPs is on the move; blurred investment lines could benefit mega-shops; what private capital wants from UK regulators.

6 min read · 02 July 2026

Deep Dive: How AI is upending private equity's software sweethearts

This year’s ‘SaaSpocalypse’ has exposed the vulnerability and deepening uncertainty of outcomes in a much-beloved sector. Investors must work quickly to identify managers capable of thriving in the age of AI.

10 min read · 02 July 2026

What LPs are looking for in defence-related PE strategies

In this podcast, we look at how investors are eyeing opportunities that could arise from an estimated €9trn spending spree over the next decade.

10 min read · 02 July 2026

Side Letter: PE's biggest investors

In today's edition, Our latest Global Investor 150 ranking is out; Canada's BCI triples its PE exposure; Summer book recommendations from the Side Letter team.

5 min read · 01 July 2026

An interactive look at the Global Investor 150

Dive into our interactive report to find out which private equity investors are most active in the asset class.

1 min read · 01 July 2026

Global Investor 150: The 2026 top 10

Between them, the 10 largest investors on this year’s Global Investor 150 ranking have $1.1trn allocated to private equity, with an average allocation of 21%.

5 min read · 01 July 2026

The Global Investor 150 2026: The full ranking

How private equity's biggest investors compare.

1 min read · 01 July 2026

GI 150: The leading allocators in private equity

Even amid market turbulence and fears over returns, the LPs on the 2026 Global Investor 150 ranking show strong conviction in the asset class.

5 min read · 01 July 2026

Arizona to give PE investment an opportunistic boost, eyeing cheap software assets

The pension fund will look to temporarily increase its allocation to the asset class, as it expects an opportunity to buy up software assets bought at peak multiples that face depressed values and a debt maturity wall.

2 min read · 30 June 2026

Colorado PERA weighs pulling back on private equity after underperformance

The $75bn pension fund’s consultant, Aon, conveyed to the board that the long-time private equity investor is not alone among LPs falling short of benchmarks in the asset class.

3 min read · 30 June 2026

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