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.

Elevated interest rates and an evolving value creation playbook is causing some investors to question whether managers can replicate their past performance.
While it’s easy to point to liquidity constraints as an anomaly, the market believes secondaries’ record-breaking streak should continue.
Target board inside of magnifier glass for focus business objective
An uptick in the number of funds closing above target belies the fundraising challenges facing a swathe of the industry.
freediving
Research from Rede Partners shows green shoots are beginning to appear when it comes to realisations and investor confidence.
Blue abstract flexible line
A recent report shows GPs may have developed tricks to downplay the underperformance of some assets, resurrecting the question of how much wiggle room is needed in valuation processes.
Asia map
NAV’s inherent synergies with secondaries means the strategy is gaining significant traction among East Asian LPs.
Institutional investors can no longer ignore the fact that exposure to high-quality assets is increasingly accessed via the secondaries market.
Binoculars
LPs warming to NAV loans, a surprising degree of liquidity, and a spate of evergreen entrants could define the rest of this year.
Debates on increasing tax on carried interest shouldn’t ignore the wider contribution private equity brings to economies.
A court of appeals decision in the US this week to render null and void the SEC’s private fund rule doesn’t signal the end of efforts to better protect investors.
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