All Private Equity articles
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White papersPrivate equity: The Red Thread – Private Markets – Edition May 2025
Private equity investors have had a busy 1H. The US administration’s 2 April tariff announcement took investors by surprise, leading to a global equity markets selloff as trade war fears intensified. The subsequent rollback of the tariff announcement also surprised equity markets, which rallied significantly on news of a pause. As with the 2022 tech-led selloff, private equity tends to lag the public markets, but is not immune from a turbulent market.
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White papersWhy investors need private markets
The 60-40 approach to portfolio diversification is being challenged, as traditional asset class correlations weaken. Can private markets be an alternative diversifier and should investors consider an allocation?
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White papersAlternative portfolio: The Red Thread – Private Markets – Edition May 2025
For decades, the 60:40 portfolio – 60% equities and 40% bonds – was the cornerstone of most investors. Yet, the traditional model is facing significant headwinds. Changing macroeconomic conditions, inflation uncertainty, and shifting equity-bond correlations have all questioned the reliability of this approach. In this context, alternative investments are gaining attention as an appealing complement to traditional strategies.
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VideoNeuberger Berman Private Markets: Q1 2025 Preliminary Valuation Summary & Analysis
(3:08) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersFinding the Sweet Spot in the Private Equity Capital Stack
“Capital solutions” has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
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PodcastNavigating the New Normal in Private Markets
The Private Equity market continues to evolve as investors navigate economic uncertainty, limited liquidity, and trade policy shifts. With challenges from tariffs and moderating distributions, investors are seeking ways to manage risks while uncovering opportunities for growth. But how can private equity firms leverage their agility to capitalize on these dynamics? And what innovations are reshaping access to this asset class?
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White papersVictory in the face of volatility
Roundtable with Thomas Roche-Toussaint and other industry experts on secondaries with Private Equity International
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White papersPrivate Equity: Capitalizing in the Current Climate
Despite recent headwinds, we believe private equity can help shield investors from negative tariff impacts while delivering long-term portfolio diversification.
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White papersTailoring real and alternative assets to illiquidity appetite
“Real and alternative assets are key to enhancing risk-adjusted returns. Private equity and debt are appealing in the search for higher return potential.”
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White papersUnlocked Potential: Enhancing DC Outcomes With Private Equity
As product innovations and regulation have removed barriers to entry, we assess the potential benefits for DC schemes of investing into private equity.
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PodcastTalking Heads – Curious about private equity?
Private equity is a growth market with a wider set of opportunities than investors would be able to access in public equities. Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist.
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White papersPotential Impact of U.S. Tariffs: Private Equity Manager Perspectives
We surveyed our deep network of private equity managers for insights on the impacts of President Trump’s tariff announcement.
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White papersNeuberger Berman Private Markets: Q4 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of the private equity markets and an outlook based on trends in the marketplace.
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White papersCapital Market Assumptions 2025
A more favourable growth outlook for the next decade compared to last year’s assumptions, albeit with greater uncertainty regarding inflation which is set to remain slightly above central bank targets, results in higher expected returns across the spectrum of asset classes covered. Expectations have been revised upwards for regional equity markets and private assets in particular, with Private Equity, Infrastructure, and European equities showing the strongest improvements.
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
With decades of underinvestment in UK real assets – from housing to healthcare and infrastructure – investors can tap into the opportunity to drive regeneration and growth. Taking a holistic approach to local investment could maximise social outcomes and create value for communities and investors.
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PodcastTalking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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PodcastTalking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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White papersTRTPM monthly blog – Edition February 2025: Our monthly insights into private markets
The start to the year saw a mixed picture in interest rate policy between the US and Europe. In January, the Fed opted to pause rate cuts as it awaits further progress on inflation, whereas the ECB cut eurozone interest rates by 25bps, and in February, the Bank of England (BoE) cut interest rates by 25bps. US and UK CPI inflation rose to 3% in January, driven by higher services inflation and food prices.
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PodcastWhat Do Tariffs Mean for Private Equity?
As the world navigates evolving trade policies under a new administration, markets are adjusting to the implications of sweeping tariffs on growth, inflation, and investments. But how will these developments impact the Private Equity asset class? What unique viewpoint does Private Equity offer in this environment? And how can investors leverage these dynamics to uncover opportunities amidst disruption?
