Editor's View

Our in-house take on what news, trends and developments affecting the secondaries market means to its different participants. In these weekly commentaries we stir discussion and prompt debate as well as comment on issues important to market participants in a lively and thought-provoking way.

inflation
Why? Because lower returns will be a temporary phenomenon and because private equity has operated in a much higher interest rate environment before, according to industry participants.
Illustration of people using technology
A trio of private equity giants with enormous existing LP bases are using digital securities platforms to unlock new sources of capital.
map of Florida
A demand that the $206bn state pension consider only ‘pecuniary’ factors when investing does little to change its sizeable private markets programme.
Alaska Permanent Fund storm clouds
The new British PM’s pledges to commit to investment, growth and lowering taxes received applause from private equity sources we spoke to this week; dealing with the fallout of an economic downturn will be no small task.
Si 50
Though this year’s ranking of the biggest secondaries fundraisers has a different name at number one for the first time ever, many of the most interesting subplots can be found further down.
Greater transparency is welcome. But given the role side letters have in securing ESG-related reporting, we fear the asset class will be poorer with a weakening of those provisions.
Succession
When faced with an unexpected succession issue, it helps to be a huge, multi-strategy business.
The pressure placed on the healthcare sector over the last two years has spurred a wave of digitalisation, and GPs with the right skill sets could benefit from a slew of opportunities.
Hollyport Capital partner promotion
An attempt to reform US carried interest tax has raised questions about holding periods and the continuation fund market LPs should not ignore.
Great resignation, employee resign, quit or leaving company, people management or human resources problem concept, business people employee resign and walk through exit door.
Talent outflows are putting LPs in a difficult position at a time when having a sufficient number of experienced staff has become more important than ever.
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