Tariffs

The Pittsburgh-based investor wants to have at least half of its private equity portfolio in the US, up from about 40% today.

Private equity is getting more attention from private wealth investors amid ongoing market volatility.

Investors froze up in wake of Liberation Day before normalising – with shifts in interests.

Blackstone is bullish on the region and believes it will benefit from geopolitical uncertainty, Steve Schwarzman and Jon Gray tell Private Equity International.

Ardian says Asian investors are keen to invest more in Europe as a result of the US tariffs. Plus: CalPERS' PE performance, and a €700 million debut fundraise. Here's today's brief, for our valued subscribers only.

The asset manager, which has a $21bn private equity portfolio, was 'too little bullish' on the US over the last decade, global PE head Rainer Ender tells PEI.

Managers are focusing on optimising their exit readiness and getting the equity story right as tariffs add more complexity to sales processes, according to panellists at PEI’s Operating Partners Forum Europe.

Monday is a public holiday in some markets, so we'll return to your inbox on Tuesday. In the meantime: why excessive evergreen fees could undermine private equity's raison d'être; and takeaways from PEI Group's Operating Partners Europe Forum. Here's today's brief, for our valued subscribers only.

Tariff uncertainty may cause some GPs to exit 'at a much lower price', managing partner and CEO Eric Deram tells PEI.

Pension CIOs representing decision-making power behind collective $850bn in assets acknowledge past investment calls ‘wouldn’t work the same going forward.’