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.

Jenny Johnson warns that alternatives managers have largely saturated institutional markets and are now aggressively targeting the wealth channel, creating both opportunities and risks for individual investors.

Infrastructure investing has evolved beyond passive ownership to require operational intensity and network-building capabilities.

Philipp Freise, Co-Head of European Private Equity at KKR and manager of Europe's largest private fund at $8 billion, argues that the current hangover from 2021's artificial liquidity surge is cyclical rather than structural, though resolution requires fundamental changes to how capital flows to individual investors.

Toby True, partner on the Investment Strategy and Risk Management Team at Adams Street Partners, shares insights on building effective private market portfolios for insurers in a podcast with Stewart Foley of InsuranceAUM.com.

Private credit thrives in volatility as KKR's Pietrzak sees opportunity in uncertain markets while remaining vigilant about recession risks.

BlackRock has launched the industry's first customizable model portfolio that combines both public and private market assets within a UMA

Apollo's Stephanie Drescher challenges traditional portfolio construction as concentrated public markets drive advisors to seek private mark