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The definitive source of private markets intelligence.



Private Markets Face Performance Reckoning as Warning Signs Mount | Weekly Pulse
Private markets face unprecedented challenges as State Street data shows PE underperformed public stocks across all timeframes for first time since 2000, while DoubleLine's Gundlach warns of CDO-like euphoria. Major firms pivot to Europe expansion amid frozen IPO markets, distressed opportunities in France, and growing retail access concerns. BlackRock targets $400B fundraising by 2030 as industry grapples with exit backlogs and liquidity mismatches threatening institutional
4 days ago4 min read


BlackRock Plots Private Markets Expansion Strategy at Investor Day
BlackRock executives presented their comprehensive private markets expansion strategy at their 2025 Investor Day, outlining how the world's largest asset manager plans to double its operating income by 2030 through aggressive growth in private credit, infrastructure, and technology platforms.
6 days ago3 min read


Apollo's Rowan: Private Markets No Longer Just "Alternatives" as Investment Paradigm Shifts
Marc Rowan, CEO of Apollo Global Management, sat down with Barron's Andy Serwer to discuss the fundamental restructuring of investment markets. Rowan argues that the traditional view of "private as risky, public as safe" is obsolete, as public markets have become increasingly concentrated and correlated while private markets now offer diversification across the entire risk spectrum.
May 293 min read


Private Markets Grapple with Supply-Demand Imbalance | Weekly Pulse
Private credit faces a capital abundance problem with too much money chasing too few deals, compressing returns from 14.9% to 5.2%. Major themes: university endowments liquidating PE stakes at steep discounts, regulatory push for retail access, systemic risk warnings, and IRR inflation concerns.RetryClaude can make mistakes. Please double-check responses.
May 245 min read


Private Markets Pivot to Retail Investors and Europe Amid U.S. Policy Uncertainty | Weekly Pulse
Private credit continues to expand rapidly beyond institutional investors to reach retail and 401(k) markets, despite growing concerns about industry risks in the $2.2 trillion asset class.
May 168 min read


Partners Group Sees Opportunity Window in Market Volatility
Partners Group's Q2 2025 Private Markets Chartbook reveals a significant shift in the investment landscape as policy-driven volatility creates strategic buying opportunities for nimble private market investors.
May 162 min read


Goyal Powers Carlyle's Energy & AI Infrastructure Strategy
In Brief: Pooja Goyal, Partner and CIO of Carlyle's Infrastructure Group, shared her strategic approach to energy transition and...
May 112 min read


Ara Partners Raises Over $800M for Inaugural Infrastructure Fund
Ara Partners' Infrastructure Fund I exceeds $500M target, focusing on mid-market investments in industrial decarbonization assets.
May 11 min read


Private Markets Eye Growth Despite Warning Signs in Investment Climate
S&P Global Market Intelligence's 2025 Private Markets Playbook reveals private equity and venture capital partners expect improved deal activity and fundraising this year, with megadeals reaching a three-year high in 2024 and AI investments surging 70% year-over-year to $83 billion. Lower interest rates are expected to unlock further deal activity as the valuation gap narrows between buyers and sellers. Venture capitalists have tripled their investments in late-stage AI compa
Apr 172 min read


EQT Q1 Earnings Call Recap: Strong Fundraising Offsets Exit Uncertainty
EQT AB, the global private markets firm, reported a robust Q1 2025 with fee-generating AUM growing to €142 billion (up 7.6% YoY), driven by successful fundraising with Infrastructure VI hitting its €21.5 billion hard cap and BPEA IX securing over $10 billion in commitments. Despite executing €4 billion in both investments and exits during the quarter, management cautioned that market volatility and 90-day tariff negotiations will likely depress exit activity for the remainder
Apr 174 min read


EQT Navigates Market Volatility With Strong Q1 Results
Private equity firm EQT released its Q1 2025 earnings, reporting solid fundraising momentum and investment activity despite increasing global economic uncertainty and concerns about potential impacts from US tariff negotiations.
Apr 172 min read


Blackstone Reports Strong Q1 Despite Market Volatility
What's happening: Blackstone, the world's largest alternative asset manager, released its first quarter 2025 results showing continued...
Apr 171 min read


Private Equity Poised to Revolutionize Struggling Shipbuilding Industry
What's New McKinsey's recent report reveals that as global demand for military and commercial vessels surges past available supply,...
Apr 152 min read


BlackRock's Private Markets Push Shows Strong Results
BlackRock reported strong Q1 2025 financial results with private markets emerging as a key growth engine, generating $7.1 billion in net inflows and contributing significantly to the firm's 6% organic base fee growth, according to the company's earnings call and quarterly report.
Apr 123 min read


QuadReal launches Archetype, Vancouver's new mixed-use community
QuadReal Property Group introduces Archetype, a dynamic mixed-use community in Vancouver's False Creek Flats neighborhood.
Apr 81 min read


Hamilton Lane Chief Says Tech Divide Looms As Private Markets Modernize At Warp Speed
Private markets race to embrace tech as individual investors demand public market-like features, creating winners and losers.
Apr 32 min read


ATCO Frontec and Inuvialuit Development Corporation Partnership Secures Radar Defence Contract for Canada's North
ATCO Frontec and Inuvialuit Development Corporation secure $48.4M contract for Polar Over-The-Horizon Radar system in Northwest Territories.
Apr 21 min read


EQT to acquire Eagle Railcar Services from JM Texas Companies
EQT Infrastructure VI fund to acquire Eagle Railcar Services, a leading provider of railcar repair and maintenance services in North America.
Apr 12 min read


BlackRock's Fink Stakes Future on Private Markets Access
Fink's vision: Democratize private markets to fuel a $68 trillion infrastructure boom and reshape investing for everyday people.
Mar 313 min read


Apollo's Wassenaar: Germany Sparks European Investment Rush
Apollo's Wassenaar sees Germany's surprise infrastructure plan unleashing wave of private capital across Europe's power and digital sectors
Mar 292 min read
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