Private Equity Spotlight

In 2022, the Swedish real estate sector was one of several European property markets expected to see significant distress following the rapid rise in borrowing costs. Speculation grew over the fate of companies with huge refinancing needs, and it appeared to be a moment for non-bank lenders to provide an alternative source of debt. Sweden’s policy rate is now among the lowest in Europe, while a ma...

Innovation and emerging technologies, such as artificial intelligence and legal tech, are transforming the finance industry faster than ever before. In this episode, we present the second instalment of our three-part New Faces of Finance miniseries. Joining us is Louisa Klouda, founder and CEO of Fenchurch Legal, who shares her perspective on how innovation is driving transformation in the litigat...

This episode is sponsored by Evercore, Davis Polk and Dawson Partners and first appeared on Secondaries Investor's Second Thoughts podcast The secondaries market sits at a crossroads. Never before have LPs been presented with such an array of different liquidity offerings to back. There are specialised secondaries funds focusing on healthcare, on impact investing, on real assets in Asia or on acqu...

Mentorship is a critical driver of success in finance, especially in Africa, where diverse talent pipelines and investment challenges shape the industry. In this episode, we begin our three-part New Faces of Finance miniseries. Joining us is Doris Odit Achenga, founder of Odit Frontier Partners, who shares her insights on fostering emerging talent, navigating investment landscapes and the role of...

No development has impacted the private equity market over the past year like the rise of semi-liquid and evergreen funds. Semi-liquid/evergreen funds are similar to mutual funds in that investors can buy in one day, sell another day and access a seeded portfolio from the moment capital is invested. GPs seemed to launch some kind of semi-liquid fund on a weekly basis last year, with ICG , Pantheon...

This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, espec...

What does it take for new teams – first-time GPs and spin-out GPs – to succeed in today’s environment? That's a question we put to Warren Hibbert, founder and managing partner at Asante Capital , a placement agent and advisory firm. Asante has raised capital for firms including GRO Capital, eevolve, Maguar Capital Partners and Artá Capital. The firm was the second-most active placement agent for p...

This episode is sponsored by Golub Capital Private credit has enjoyed massive growth for more than a decade, but there are real questions about what happens when conditions are less favourable. How can lenders that launched during the good times continue to succeed when the market changes? David Golub of Golub Capital knows from experience. Golub Capital was founded 30 years ago and has performed...

This episode is sponsored by Nuveen and Igneo Infrastructure Partners With the American electorate recently handing the White House back to Donald Trump, it seems like an opportune time to unpack what it could all mean for the infrastructure asset class – in particular, the US commitment to renewables and the energy transition. Trump is, after all, the man who previously removed the world’s larges...

Please enjoy this crossover episode from Secondaries Investor's Second Thoughts podcast, which recently moved to its own channel. To continue getting new episodes, subscribe at secondariesinvestor.com/podcast or search for Secondaries Investor's Second Thoughts wherever you like to listen. It's common to peel back the onion on key events and trends seen across financial markets. As the secondaries...

This episode is sponsored by Sculptor Capital Management The last 24 months have been a period of uncertainty and volatility in credit markets, with rising inflation and higher interest rates putting borrower capital structures under pressure and making it difficult for lenders to price risk. These headwinds have proven challenging for mainstream lenders. But for opportunistic credit investors, it...

Private markets are becoming more accessible to non-institutional investors, as the rise in semi-liquid vehicles this year demonstrates. At the same time, the industry is facing certain potential headwinds or tailwinds, depending on which region you're based in, as law firm Dechert 's 2025 Global Private Equity Outlook  survey has found. In this episode, partners Sabina Comis and Chris Field sit d...

Australian superannuation fund Aware Super opened its first overseas office in London last year and has wasted little time deploying capital. The fund, which manages A$170 billion ($110 billion; €105 billion) on behalf of predominantly nurses and teachers in Australia, quickly set on a plan to invest £5 billion ($6.3 billion; €6 billion) in the UK. It is almost halfway through that plan and most r...

The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In the sixth and final episode of this season, we delve into how best to begin creating value using AI and other cutting-edge technology. It's no surprise that picking the right priorities is key, but so...

This episode is sponsored by Scientific Infra and Private Assets Abhishek Gupta and Tim Whittaker from Scientific Infra and Private Assets discuss the growing demand within private markets for accurate and robust data. They explore solutions that can address these needs, ultimately providing the private markets with comprehensive, high-quality valuations and reliable benchmarks.

Female founders continue to be underrepresented and underfunded. Women only accounted for 13.2 percent of all startups in 2023, according to data from software company Carta. This was down from 15.1 percent in 2022. So, it is safe to say progress has been slow. However, in private markets, there are positive signs that the number of women founding firms and raising capital is increasing, albeit it...

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries  is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this fifth episode, we discuss tech's role in recruiting, onboarding and developing talent. Along the way, we address how best to recruit Gen Z, the limits o...

Women are still underrepresented across private markets, while reaching senior positions remains particularly challenging. In light of this, we decided to take a deep dive into how mentoring can serve as a tool for success and empower women working in the industry. Last week, PEI Group revealed its annual Women of Influence in Private Markets list 2024 , which this year celebrates 42 inspiring wom...

This episode is sponsored by AlixPartners The Disruption Matters special podcast series is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this fourth episode, we discuss tech's role in improving the speed, rigour and ease of roll-up strategies, where a private equity firm acquires a platform company...

Despite being plagued by headwinds including high interest rates, shrinking demand and declining property values since the start of the covid-19 pandemic, the office sector is starting to see some green shoots as usage and leasing rise.  In this episode, Jim Costello, executive director and co-head of the real-assets team at MSCI, and Ran Eliasaf, founder and managing partner of New York-based rea...

This episode is sponsored by Arrow Global Private debt has enjoyed sustained success in recent years, with private credit firms stepping in to fill the void left by the retreat of banks from their traditional lending role. The outlook for the asset class in Europe remains strong, as firms continue to find compelling opportunities, even in sectors that face market headwinds. A persistent supply-dem...

This episode is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet some of the most innovative transactions have come out of the APAC market over the y...

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries  is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this third episode, we will discuss life after the 100-day plan and that tricky middle period where effective portfolio management is paramount, especially i...

This episode is sponsored by Arrow Global Commercial real estate was heavily affected by rising interest rates throughout 2023. Many sectors of the asset class struggled against a challenging macroeconomic backdrop, with transaction activity dropping significantly and debt providers becoming more conservative in their lending. But over the course of 2024, base rates have begun to stabilize. So, ho...