All Private Equity articles
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White papersDC Members Are Backing Britain—But Not at Any Price
As the UK government seeks to enlist pension savers’ capital for productive investment in the UK economy, our latest YouGov research suggests defined contribution (DC) savers are open to the idea in principle—but that support is sensitive to potential trade-offs in returns.
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White papersPrivate markets: The Red Thread – Alternatives, mid-year edition 2026
Active portfolio management in uncertain times
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White papersPrivate equity: The Red Thread – Alternatives, mid-year edition 2026
Private equity returns had a strong quarter, with steady fundamental performance during a turbulent 1H26 that contained several surprises. Artificial intelligence (AI) fears weighed on software valuations in private equity (PE) portfolios, as funds scrambled to assess the threat of AI to business models. Public software valuations continue to face pressure in AI‑exposed segments, although the market is becoming more perceptive to business model differences. This repricing in public markets increases the risk of delayed spillover effects on private software valuations.
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VideoNeuberger Private Markets: Q1 2026 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersPutting Direct Lending in Context
Private credit is drawing increased attention, but not all strategies behave the same. Traditional middle market direct lending is best understood by looking beyond headlines to underlying fundamentals—an approach that helps explain its continued role in long‑term portfolios.
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PodcastCapital Solutions: A Flexible Response to Private Equity’s Exit Problem
Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits…
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White papersThe Case for Evergreen Funds in a Portfolio
Evergreen private equity funds offer institutional and wealth investors a streamlined alternative to traditional drawdown structures — eliminating the j-curve, enabling immediate capital deployment, vintage diversification, and operational simplicity…
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White papersPrivate markets offer financing solutions during periods of geopolitical transition
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities. As countries place greater value on strategic physical assets, private capital is likely to play an increasingly important role in funding critical infrastructure and other public goods.
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White papersManaging and executing innovation in asset management
A Q&A with Mark Versey, CEO of Aviva Investors, and Alastair Sewell, Senior Investment Director
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White papersInfrastructure outsourcing: Unlocking returns via scaled leasing
Infrastructure operators are increasingly separating ownership from operations to enhance flexibility and support long-term growth, unlocking attractive opportunities for institutional investors in scaled infrastructure leasing platforms.
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White papersPrivate Markets Outlook 1H 2026: Balancing Opportunity and Complexity
As private markets continue to evolve, investors face an expanding range of opportunities and risks.
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White papersPrivate assets: a new return architecture
In the 2010s, private equity returns were largely driven by multiple expansion and financial leverage — both of which are likely to be structurally impaired going forward. The 2026–2035 decade requires a return architecture to be built on several pillars: income yield (contractual coupons, regulated returns, rental income), real earnings and cash flow growth (operational value creation, sector tailwinds), and selective illiquidity and complexity premia over liquid equivalents.
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White papersEQuilibrium 2026 Global Institutional Investor Survey
Eight hundred institutional investors. One clear message: the rules of portfolio construction are being rewritten. Nuveen’s 2026 EQuilibrium survey reveals how institutions worldwide are responding to deglobalization, expanding their private market allocations and approaching AI with measured conviction. All while keeping a firm eye on long-term stability. Explore the full survey to see what your peers are doing and what it could mean for your own strategy.
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VideoVenture Capital Roundtable (2/3): How investors are identifying quality in a crowded market
With more companies and capital competing for attention, identifying true quality is increasingly complex. Part 2 of the venture capital roundtable series, our investors share how they cut through the noise to find differentiated opportunities.
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VideoVenture Capital Roundtable (1/3): Where to look beyond AI in today’s market
As AI dominates investor attention, where might opportunities be missed? In the first video discussion of this series, our venture investors look beyond the headlines to uncover areas that may be underappreciated.
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Podcast2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What’s Next in the Private-to-Public Pipeline
For years, some of the most consequential companies in technology have stayed private far longer than historical norms — growing to public-company scale without ever listing a share.
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White papersCapital Market Assumptions 2026
The global economy is moving through a structural regime shift characterised by geo-economic fragmentation, climate risks from a delayed energy transition, and the increasing adoption of artificial intelligence (AI). Countries are increasingly pivoting towards strategic autonomy to adapt to this new regime.
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White papersDiscovering growth and return opportunities across the power sector: Unlocking scalable growth in power infrastructure
The power sector continues to evolve, driven by technological advancement, accelerated load growth and the need to upgrade legacy, capacity-constrained infrastructure.
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White papersMacro-factors revisited: an evolving approach to portfolio resilience
This paper revisits and builds upon our 2024 research on macro-factor exposures across public and private markets, with a particular focus on private infrastructure.
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White papersInvesting in the Next Generation of Energy Infrastructure
Scalable energy and power platforms are emerging as highly attractive opportunities. These assets combine the core characteristics institutional investors value with speed, flexibility and resilience needed to meet the demands of a rapidly evolving energy landscape.
