Manager strategy

In the current environment, thematic investing and a value-creation skill set are critical for building businesses, says Partners Group’s Andrew Deakin.

As the digitalisation of real-world assets gathers pace, it is imperative that managers and fund domiciles are ready to meet the opportunities this presents, say Elliot Refson and Philip Pirecki at Jersey Finance.

Index funds that passively invest in private funds have the potential to outperform portfolios of individually selected private funds, similar to how passive has beaten active in public markets, say NewVest’s Edward Talmor-Gera and Ariel Ezrahi.

GPs are facing more significant DPI challenges than ever, despite valuations having returned to a steady state, according to the direct secondaries specialist's founder David Wachter.

In this podcast, PEI senior editor Adam Le sits down with Richard Anthony, chief executive of Evercore’s private funds group, to hear his advice for GPs wanting to launch ancillary strategies.

Shortly after reaching its long-time goal of $1trn in AUM, Blackstone ushered in Lionel Assant and Kenneth Caplan as co-CIOs. We sit down with the pair to discuss how the newly created role will aid the firm in its future growth.

Emerging manager fundraising is down, with first-time funds globally raising around $25bn last year, compared with $47.6bn in 2022, according to data from affiliate title Buyouts

Subscription credit line use in Japan hasn’t developed at the same rate as in other Asia-Pacific markets, Fi Dinh, head of fund finance for APAC at MUFG Investor Services, tells PEI.

The firm will focus on active ownership in PE and expansion across geographies, as well as in the private wealth sector, CEO Christian Sinding tells PEI.

Firms will find it tougher to invest once interest rates get cut, says Blackstone's president and chief operating officer in a video interview at NEXUS 2024.