Tariffs

China's CIC is the latest institution to consider offloading a sizeable private equity portfolio. Plus: Why US managers shouldn't count their chickens despite a regulatory shake up; and TPG adds to its PE leadership. Here's today's brief, for our valued subscribers only.

The buyout shop has secured 50% of Fund V’s $900m target, primarily from domestic LPs, PEI understands.

Some LPs tell PEI they are more cautious of US private equity in the near term, with European markets to be potential beneficiaries this year.

Investors believe uncertainty caused by US President Donald Trump's tariff policies could postpone a thaw in exit markets, compounding existing fundraising challenges.

Despite the uncertain landscape, ILPA’s senior leadership insists that its members are sticking to their current portfolios and taking a long-term outlook on the volatility.

Monday is a public holiday for some markets, so we'll return to your inbox on Tuesday. In the meantime, concerns at CalPERS over the search for a DE&I consultant suggest the new political landscape could undermine PE's progress in this space. Here's today's brief, for our valued subscribers only.

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.