AI

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.

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.

In today's edition, AI disruption risk is killing deals; One of SpaceX's biggest backers has returned to market; Apollo alum Harris persuades an LP to cross the aisle.

The firm's inaugural vehicle launched in June 2023 with a $4bn target.