All Private Equity articles – Page 2
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White papersPrivate equity: The Red Thread – Alternatives, Edition 2025/26
Heading into year-end, private equity investors have significantly more policy clarity than in H1 and it is mostly good news. A rocky tariff rollout in the US has created some winners (companies with limited exports, primarily home-country exposure and services) and losers, but increased clarity has undeniably helped markets.
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White papersBlueprints for enduring value: The case for private equity
Today’s global investment landscape has rarely been more complex and changeable. Geopolitical realignment, trade tensions, and other policy shocks, are combining with AI, the energy transition, and other disruptive forces to create a volatile investment environment.
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PodcastHybrid Capital Solutions for Private Assets: A conversation with David Lyon
David Lyon, Managing Director and Head of Capital Solutions at Neuberger, was a recent guest on the podcast Capital Allocators with Ted Seides, where he spoke on hybrid capital solutions for private assets.
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White papersFall 2025 Private Markets Outlook: In an Inflection Year, Selection Matters More
Private markets appear to be nearing an inflection point, presenting both new opportunities and risks. We believe that’s when manager selection matters most.
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People NewsEdmond de Rothschild Asset Management strengthens private markets distribution with new dedicated team
Edmond de Rothschild Asset Management announces the creation of a dedicated Private Markets Distribution team to support the firm’s growing footprint across private markets and deepen its institutional investor relationships globally.
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White papersEvergreen funds: What every private equity investor should know
What are evergreen funds, why are they growing rapidly, and what role could they play in your portfolio?
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White papersPrivate equity with purpose: The case for impact investing
Capital markets are continually being buffeted by far-reaching forces that are shaping societies, economies, and the environment. Technological innovation, climate change, demographic shifts, rising inequalities, and evolving regulatory requirements all pose challenges but also create opportunities for forward-thinking investors as economies adapt to disruption.
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White papersBeyond the basics: How secondaries can enhance your investment strategy
The private equity secondaries market has evolved over the past two decades from a niche solution into a bona fide asset class. What was once largely reserved for distressed sellers is now a sophisticated, and in our view, essential component of portfolio management for investors and private equity (PE) sponsors alike. So, what is behind the current explosion of secondaries activity? In this paper, Nick Lawler examines secondaries’ performance over multiple market cycles, their persistent structural advantages, three common misconceptions, and why current market conditions present a particularly compelling entry point.
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White papersIn it for the long haul: The private companies creating the future
As the world undergoes rapid transformation, the companies shaping tomorrow’s economy can often go unnoticed. Alex Seddon explores how private markets are now offering a unique opportunity for investors to align their savings with the economy of the future.
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White papersAre Evergreen funds the future of private market access?
With allocators seeking to balance long-term return potential with operational flexibility, evergreen funds are emerging as a compelling part of the allocation mix, explains Lumyna Investments. Their recently launched Lumyna – Twelve Capital Parametric ILS Fund is one such example.
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VideoDefining and refining the lower mid-market opportunity
In this video series, Brooks Harrington, CIO, Federated Hermes Private Equity, explains why the lower-mid market offers investors some of the industry’s most compelling opportunities.
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White papersSecondaries Spotlight: Up, Up & Away
With deal volumes projected to hit $230 B in 2025, the secondaries market is booming. Growing investor demand, new capital sources and scalable structures are creating compelling opportunities—though sustained growth will hinge on continued capital access.
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White papersDigital Infrastructure Equity: Why Scale Isn’t Everything
Small-scale digital infrastructure, especially edge data centers and bulk fiber platforms, is emerging as an increasingly attractive and undervalued opportunity. These assets can offer critical infrastructure characteristics, inflation protection potential and value retention, with speed, flexibility and resilience needed in a rapidly evolving digital world.
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VideoNeuberger Berman Private Markets: Q2 2025 Preliminary Valuation Summary & Analysis
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 papersIn Conversation – Unlocking opportunities in private equity
Despite a challenging market, private equity still has much to offer – especially to investors with access to the most compelling opportunities. Here, our private equity experts explore how private equity and venture capital markets are evolving in Europe and highlight the key investment trends ahead.
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White papersPrivate capital in Europe – A €3 trillion investment super-cycle
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve Europe’s economic growth, putting the investments that this would require at around 5% of the region’s GDP. Paul-Francois Prouvost and Karen Azoulay highlight the role of private capital in this investment drive.
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White papersCRE total returns rise in 2Q25
Commercial real estate total returns rose 1.03% in Q2 2025, marking a fourth straight quarterly gain driven by stable income returns and signaling the market’s strongest position in three years.
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White papersInvesting in private equity infrastructure – Opportunities and insights
Among the current investment opportunities, private equity infrastructure stands out as a compelling option for investors seeking stable, long-term returns. Rodolphe Brumm sheds light on the intricacies and promise of this private assets segment.
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White papersNavigating Secondary Growth: Opportunities Beyond the Horizon
While secondaries have been one of the fastest growing segments of the private equity market for more than a decade, we expect that further demand for liquidity, along with renewed macroeconomic uncertainty and recent market volatility, will continue to create attractive opportunities for seasoned secondaries investors in the current environment.
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White papersIndustrial realignment: Trade, ports, and market shifts
The U.S. industrial real estate sector is undergoing a supply-chain-driven realignment: demand remains strong in modern, urban infill warehouses and for strategic manufacturing facilities (like semiconductors and EVs), while older and coastal port-linked assets face headwinds amid trade uncertainty. Skilled, location-specific asset selection is now key to capturing upside in this evolving landscape.
