Editor's View

Three lessons from the PEI 300

Our latest ranking of the industry’s biggest fundraisers serves as a reminder that there’s more to the state of play than meets the eye.

Placement agents still have a place in a fast-evolving industry

Our latest ranking shows external fundraisers are fuelling growth in the lower and mid-market, and are continuing to support emerging managers.

Shifting gear: GPs adapt to the new normal

Longer hold periods and lower distribution rates mean LPs can expect managers to offer alpha-delivering strategies via increasingly differentiated ways.

Dealmakers, don’t be so quick to skip the AGM

Dealmakers are a part of their firms’ LP relationships. They should be cautious about cold-shouldering LPs at the AGM.

Semi-liquids’ valuation conundrum

Apollo chief executive Marc Rowan’s comments this week point to a messy situation involving three of private markets’ hottest trends.

LPs want more clarity around AI disruption

Investors are waiting for answers around how their managers plan to navigate the ‘SaaSpocalypse’.

Geopolitics is leaving its mark on PE

Developments on the international stage are already reshaping deal activity and fundraising inflows.

SaaSpocalypse now? It's nuanced when it comes to PE funds

Our analysis this week of PEI Group performance data shows it's not all doom and gloom for software-focused funds, though the AI disruption threat is very real.

Green shoots emerge amid PE’s most challenging era

Fundraising timelines averaged about 14 months in the first quarter, the shortest since 2022. An early sign of improving fundraising conditions?