Investors

Oaktree’s co-founder argues that private and public debt can be equally risky, and draws a distinction between risk and volatility.

The proposals, to be voted on in February, include the recategorization of certain private equity assets, the removal of sub-asset class benchmarks and the implementation of new sub-asset class targets.

Why some in private equity consider LTAFs to be a reinvention of the wheel. Plus: Coller sets up shop in Singapore. Here's today's brief, for our valued subscribers only.

Inequality is starting to be recognised more broadly by investors as an emerging area of systemic risk; it should be on institutional investors' radars, according to the large Canadian investors' latest research paper.

It's MLK Day in the US today so we have a slightly truncated Side Letter for readers: the winners from Britain's carry tax increase; a $10bn family office seeks "boring" investments; and Aussie superfund Hostplus has a new deputy CIO. Here's today's brief, for our valued subscribers only.

Secondaries finally eclipse buyout. Plus: Thoma Bravo has exceeded the target on its European vehicle debut; and a US pension is pondering new PE partners. Here's today's brief, for our valued subscribers only.

APAC's PE slowdown could prompt some LPs to refresh their regional GP roster. Plus: New research underscores PE's outperformance relative to public markets. Here's today's brief, for our valued subscribers only.

"If anything, there are a lot more people who are trying to tap emerging managers now, whether that be Funds I, II, III, or even pre-fund."