AI

Secondaries activity is showing no signs of a slowdown despite an uneven first half, say Leor Landa, head of investment management, and Michael Brasher, counsel in the investment management practice, at Davis Polk.

In today's edition, Foundations are hungry for more private equity; Why AI is rendering Warburg a banking bull; M&G's PE head is on the move.

Disclosed healthcare buyout value fell to $51bn in H1 2026 from around $60bn a year earlier, with pressures from AI disruption and the Iran war contributing to the slowdown.

The system’s limited exposure to AI-related sectors has weighed on its PE returns, according to PE director Michael McGirr.

In today's edition, A $66 billion LP says sector selection should be left to the experts; Greater China PE gets a shot in the arm; LPs are supporting their GPs on climate issues.

Some fear GPs are at risk of overpromising and underdelivering on AI’s ability to drive topline growth.

In today's edition, Why the AI label alone won't sway LPs; 'Gating-gate' is hitting appetites for evergreens, says one platform; Spanish PE enjoys an exit bounce.

With commitments from returning LPs, as well as new endowments, family offices and its first two public pension plans, the new fund has made 12 investments to date.

Reader feedback on our look at UHNW GPs; software disruption is driving buyers towards single-asset CVs; Brookfield meets its Middle East target.

Investors are keeping a close eye on AI, defence and liquidity dynamics but require managers to clearly distinguish their strategies from those available elsewhere, according to conversations at PEI Group's latest Investor Council gathering.