ESG

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.

In today's edition: PE's fundraising freeze is driving GPs towards stake sales en masse; Climate closes have finally succumbed to a broader slowdown; Hg's co-chief talks tech pricing, AI disruption risk.

Climate risk, DEI and other sustainability factors are still a focus for many investors – and GPs, it seems – despite the recent backlash against ESG.

Key takeaways from our annual survey tracking investor sentiment towards private equity and the wider private funds industry.

Managers across private markets are getting to grips with physical risk, with materiality varying across asset classes.

In today's edition: The SEC commissioner makes the case for PE allocations in retail portfolios; Another mega-CV closes; ESG, DEI become less of an operational priority on both sides of the aisle.

In today's newsletter: Why Miami is a must for those seeking family office capital; Qatar Investment Authority leans into Japanese PE; How AI is combating greenwashing.

Short-term and increasingly passive public markets aren’t always the right fit for major transformations, particularly those being driven by trends such as decarbonisation and AI.

As anti-ESG rhetoric in the US intensifies, private markets players appear to be dialling down their messaging, but not their actions.

Up-and-coming talent from across PEI Group’s under-40 lists share the sustainability and impact trends that are gaining momentum in alternatives.