Robert Seminara, Partner and Head of Europe at Apollo Global Management, writes in the firm's 2026 EMEA Outlook that Europe stands at a fundamental inflection point defined not by a single macro cycle but by a comprehensive rewiring of the region's financial and industrial architecture—where partnership has re-emerged as the ultimate competitive advantage and private capital is becoming central to unlocking the next chapter of continental growth.

Private equity has evolved from leveraging quirky businesses to commanding the most valuable companies across every sector, with technology investments now representing the frontier of value creation. Brian Ruder and Dipan Patel, Co-CEOs of Permira, reveal how their €80 billion firm has transformed from traditional buyout investing to growth-oriented technology leadership during their conversation with Michael Sidgmore on the Alt Goes Mainstream podcast at the firm's London o

Defense technology venture capital investment has surged from $1 billion in 2020 to $7 billion in 2024, creating what appears to be the industry's next major theme after AI's recent dominance. However, veteran investor Alex van Someren warns that venture capital remains "one of the hardest ways to make money" and cautions against the herd mentality that periodically drives stampedes toward fashionable sectors.