Sponsored

The future of private equity in healthcare belongs to firms that can cultivate a specialist approach but still pivot to promising subsectors, believes Linden Capital Partners’ Tony Davis.

Most GPs tout their sector expertise, but Avista Healthcare Partners’ David Burgstahler asserts that such expertise needs to focus on specific subsectors to pay real dividends.

For portfolio companies, investing in generative AI offers an asymmetric risk return distribution with a positive skew, says Permira partner and co-head of technology Michail Zekkos.

The impact industry is prospering across the continuum, from venture and growth capital to a burgeoning larger deal space, says Nuveen’s global head of private equity impact, Rekha Unnithan

It is possible to generate competitive returns in emerging markets alongside outsized impact, from social outcomes to the energy transition, say Shami Nissan at Actis and Sumit Barat at portfolio company BluPine Energy

AI’s rapid development offers new avenues for creating value in portfolio companies, but deploying the tools successfully will require judicious experimentation and consistent investment, say Montagu’s Christoph Leitner-Dietmaier and Dr Mark Spiteri.

Sponsors are thinking outside of the box to find pockets of capital and get deals over the line, say Jack Orford and Robert Smith, sponsor finance partners at Davis Polk & Wardwell.

As competition for assets increases, investors are getting creative in identifying value, say Deloitte’s Ryan Jones and Nick Israni.

With booming fundraising requiring ever larger commitments, institutional capital is now often essential, write Michael Hubbard, Samantha Hutchinson and Mathan Navaratnam at King & Spalding

Technology and payments are undergoing rapid shifts, creating attractive investment opportunities, say Nordic Capital’s Mohit Agnihotri and Fredrik Näslund.