Infrastructure

Market sentiment towards retail opportunities heats up

Private markets’ enthusiasm for the retail space is no fleeting trend, according to data from recent industry studies.

DOWNLOAD: Secondaries fundraising YTD surpasses full-year record

More capital was raised for the strategy between Q1 and Q3 than the $118bn gathered in 2023.

Palladio’s Baumbach questions secondaries market view on infra pricing

The real asset veteran, a keen buyer of infrastructure secondaries, says she is ‘cautious’ about touted pricing for infra secondaries transactions.

Deglobalisation: Alternative assets in a less integrated world

With globalisation in retreat, the implications for private investment are complex. In areas like manufacturing, the push is toward reshoring of portfolio company operations. In risk management, many investors see diversifying their global exposure as key.

Navigating national security concerns

Will the Trump administration’s America First Investment Policy fundamentally change global capital flows?

Is deglobalisation the new globalisation?

A new world order is expected to reshape the private markets opportunity set over the next five years.

Introducing Secondaries Investor’s Global Market Survey

Secondaries Investor launches its inaugural Global Market Survey to map the market, its drivers and the changing nature of the asset class.

Ares closes on $5.3bn infra secondaries programme – updated

The programme is one of the largest infrastructure secondaries platforms raised and follows Blackstone Strategic Partners’ $5.5bn fund close in August.

Why Japan’s $74bn university endowment is leaning into secondaries

The fund has increased its secondaries budget to capture opportunities arising from market uncertainty, says private equity head Yasuyuki Tomita.

Demand for infrastructure secondaries leads to meaningful growth – Stafford

Geopolitical tensions and liquidity strains could lead to a 50% year-over-year volume increase.