Rod James
Rod James is a reporter with Secondaries Investor and also contributes to sister title PrivateEquityInternational.com. He is based in the London office. Prior to PEI, his roles included a stint as a freelancer covering fintech and transaction banking, CEEMEA capital markets reporter with EMEA Finance magazine, and editor of the Latin American political and economic risk team at IHS Global Insight.
Inflation and higher rates won’t derail the momentum of growth investing, but they will help reveal who got ahead on judgment and who got there by luck.
The booming secondaries market for growth assets is on pause, although deals can still happen if sponsors offer a discount.
More specialised, more data-driven and ever seasonal: PEI considers what the LP secondaries market might look like in five years’ time.
The end of the rapid fundraising era, dealing with LP rejection and an overreliance on performance as a selling point were some of the themes that emerged in a jam-packed two days in New York.
Private Equity International sits down with the Blackstone president and COO to discuss Ukraine, what inflation and rising rates could mean for private equity and the firm's path to $1trn in AUM.
A simultaneous numerator, denominator effect may leave some LPs significantly overallocated at a time when their GPs are asking for re-ups.
Oaktree's parent company, Brookfield, has opened another front in its expansion strategy, having entered the real estate and infrastructure secondaries markets beginning in 2020.
PE’s heady fundraising environment has left many LPs overallocated, forcing them to ponder who should receive their commitments and how much they should get.
GP-led deals dominated H1 2021. But buyer appetite since then is a reminder that LP portfolio sales are the market’s bread and butter.
Family offices make up a small percentage of sellers, but GP-led growth is forcing them to think about their portfolios in a new way.