Infrastructure

High-conviction deals gained favour from secondaries investors in H1

AI disruption ‘reverberated’ across both the LP-led and GP-led markets in the first half of the year, according to Campbell Lutyens’ Gerald Cooper.

Partners Group wraps up debut infra secondaries fundraising effort with $5.5bn raised

The capital comprises $1.7bn for a fund – exceeding a $750m – as well as $3.8bn raised in bespoke mandates.

Secondaries volume extends record-breaking run in H1

‘The last several years have been very volatile… The fact that we still saw this record volume is remarkable,’ Jefferies’ Scott Beckelman tells Secondaries Investor.

Download: Secondaries fundraising surpasses $50bn in first half

Secondaries fundraising saw its second-strongest first six months across a six-year period, with Q1 accounting for the bulk of activity.

M&G builds infra secondaries exposure, targets CVs

The UK life insurer seeks to back CVs involving assets that need more time and capital to support growth, as opposed to primarily allowing a GP to hold on to a trophy asset, infrastructure funds co-head Anish Majmudar tells Secondaries Investor.

Changing with the market

Introducing Secondaries Investor’s new and improved Advisory and Law Firm surveys – a more granular way of tracking an increasingly sophisticated marketplace.

Secondaries activity expected to pick up in H2 after bumpy first half

Ahead of first-half volume reports, secondaries advisers share their views on what the market can expect in H2 following the latest wave of macro volatility.

Summer reads: Buyers’ best picks

Secondaries Investor’s list of buyers’ top book and podcast recommendations offers something for everybody to enjoy on this year’s vacation.

Pantheon’s infra secondaries surpasses target as fund sizes build

Both Pantheon’s and Ardian’s latest flagships rank among the largest infra secondaries funds ahead of formal final closes.

Most LPs don’t expect CV activity to decline when exits improve

Around 40% of LPs expect continuation vehicle activity to continue growing, with a number opting to take a more concentrated approach to this corner of the market, according to Coller Capital’s latest Barometer report.