Manager strategy

Many of the most exciting investment themes today are taking place in private markets – and investors are eager to participate, says Kyle Kniffen, global head of alternatives, third-party wealth, at Goldman Sachs.

Jean-Remy Roussel, an almost two-decade veteran of the firm, shares key lessons on evaluating a deal through to exit.

In this podcast, PEI Group editors discuss what GPs say they're focusing on amid the trade war-induced uncertainty, how the secondaries market stands to benefit, and how investors are reacting to the volatile environment.

The tariffs turmoil is exacerbating the trends and challenges facing private markets, creating a 'fantastic time for secondaries', XIG global head Michael Brandmeyer tells PEI.

The word 'tariff' equals 'uncertainty' in the private equity market, says the chairman of the consultancy's global private equity practice.

With minimal exposure to manufacturing and physical good trading, the firm expects tariffs to have limited impact on its portfolio, according to chief executive Christian Sinding.

The mid-market strategy will be led by managing directors John DiCola and Francesco Casiraghi.

Here are responses from industry thought leaders including Goldman Sachs, Carlyle, Apollo and NYCRS across areas such as dealmaking, fundraising and secondaries.

Investors should consider pan-regional or single-country strategies to help mitigate global uncertainty, Richard Hope tells PEI.