Investment Allocations

European governments have sharply ramped up defence budgets this year, leading to LPs and GPs alike undergoing a mass sentiment shift in favour of the sector.

'We are expecting some private equity managers to be investing in this area and we have been scanning their ESG policies,' says SPFF chief executive Timo Löyttyniemi.

Secondaries sales and purchases, investing during a trade war, and the threats and opportunities of AI – our exclusive interview with the Canadian pension giant's global head of private equity.

Private credit investments have started to arrive on the sports field.

The private equity business of the asset management arm of German insurer Allianz has grown from €18.5bn in AUM as of end-2020 to around €30bn this year.

The German family office holds around €1bn in private market assets, half of which is in private equity, chief investment officer Christian Wiehenkamp tells PEI.

The cost of impact investing remains an obstacle to attracting GP talent and catalysing LP capital.

The PE portfolio's growth in FY2025 appears to be its largest jump since FY2021.