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What's hindering defence deployment in PE?; Cambridge Associates urges fresh thinking in 2026; Alvarez & Marsal's PE unit is ploughing ahead with secondaries.
Record-high financial holdings are driving individual investors towards private markets in search of better returns.
The proportion of LPs seeking to invest more in private equity has been hit by performance concerns, while Europe looks to benefit from US uncertainty.
New investor types and changing LP needs are driving demand for more granular, timely data and benchmarking tools, say FTSE Russell’s Gerald Toledano and Ali Zaidi, and StepStone Group’s Tom Keck.
The slowdown in fundraising, deal activity and exits, combined with wider market pressures, is creating opportunities for PE investors, especially in less efficient market segments, writes Schroders Capital’s Nils Rode.
Europe's fundraising scene is bracing for a busy 2026; CalPERS approves a radical portfolio overhaul; why Asia-Pacific is divided over exit expectations.
In today's edition, Australia's ageing population could have ramifications for PE allocations; why the UK's PE community is in a holding pattern; and the structural changes behind APAC's maturing exit markets.
The hunger and entrepreneurship of private equity professionals shouldn't be underestimated, global head of primary fund investments Kim Pochon tells PEI.
Blackstone says AI disruption could impact its exit timelines; and KKR's Bae says APAC is generating half of its global PE distributions. Plus: Coller sells another GP stake. Here's today's brief, for our valued subscribers only.
Japan is KKR’s second-largest private equity investment destination, with India also in the top four, co-chief Joseph Bae told an HKMA event in Hong Kong.