Commentary
High Five – 2025 Outlook (Sixth of a Series)
Number four of our five themes for 2025: “Platform excellence: How managers will win business tomorrow.” Even as the liquidity…
Read MoreHigh Five – 2025 Outlook (Fifth of a Series)
Number three of our five themes for 2025: “Default position: Discipline and careful portfolio construction will keep portfolios clean.” There…
Read MoreHigh Five – 2025 Outlook (Fourth of a Series)
Next up is the second of our five themes for the year ahead: “A busier market: Providers of creative and flexible…
Read MoreHigh Five – 2025 Outlook (Third of a Series)
We now turn to the first of our five themes for the year ahead: “Still higher for longer: What slower…
Read MoreHigh Five – 2025 Outlook (Second of a Series)
What we learned about 2024 is that many worries identified by analysts and market observers came to naught. Rates, economic…
Read MoreHigh Five – 2025 Outlook (First of a Series)
A year ago we identified four issues for 2024 that would lay the foundations for a Goldilocks era in private…
Read MorePrivate Equity Now – Portfolio Positioning (LP Perspective)
We conclude our series on the Private Equity liquidity crunch with this question: What do scarce realizations mean for LPs…
Read MorePrivate Equity Now – The GP/LP Relationship
In this series we have explored the challenges GPs face today across the full private equity lifecycle – fundraising, deployment…
Read MorePrivate Equity Now – Impact on Fundraising (LP Perspective)
We resume our discussion of the private equity liquidity crunch and its impact on fundraising, this time from the LP’s…
Read MorePrivate Equity Now – Impact on Fundraising (GP Perspective)
So far in our “Private Equity Now” series we’ve covered the various technologies available to LPs and GPs to access…
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