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Private Markets Drive Toward Retirement Access While Navigating Compressed Returns and Geographic Shifts | Weekly Pulse
Private markets pivot toward retail access as Trump administration prepares 401(k) executive order for $12T retirement market. Secondary transactions hit record $103B amid exit drought. GIC signals caution on compressed private credit spreads. Major deals include Apollo's £600M dental financing, Carlyle's $250M farm loans.
Jul 264 min read


Blue Owl's Marc Zahr Targets $20 Trillion Real Estate Opportunity
Marc Zahr, Co-President and Head of Real Estate at Blue Owl Capital, recently appeared on the Alt Goes Mainstream podcast for a live interview in Miami to discuss how his firm has transformed from a $17 million startup in 2009 to managing $64 billion in real estate assets today. Zahr identifies a massive market inefficiency: $20 trillion of property, plant and equipment sits on investment-grade companies' balance sheets as non-earning assets, creating unprecedented opportunit
Jun 113 min read


Private Equity's Uneven Recovery Shows Buyout Dominance Amid Broader Private Markets Challenges, MSCI Reports
What's New MSCI's Q4 2024 Private Capital Benchmarks Summary reveals a private markets landscape struggling to maintain momentum, with...
May 192 min read


Bain Capital's David Gross Sees Opportunity in Global Volatility
David Gross, co-managing partner of Bain Capital ($185B AUM), shared his perspective on global investment opportunities with Goldman Sachs' Allison Mass. Speaking from his background as a founder of Bain's Asia business, Gross outlined why the firm remains bullish on the US economy, Japan's maturing buyout market, and selected European opportunities despite macroeconomic uncertainty.
Apr 212 min read


Commercial Real Estate Market Recovery Underway After Sharp 2023 Correction
Commercial real estate recovering from 2023 correction with transaction volumes increasing, while private credit helps fill bank void.
Mar 232 min read


Infrastructure Investment Boom Driven by Tech and Energy Transitions
Infrastructure assets provide steady income and inflation protection as digital transformation and energy transition drive investment demand
Mar 232 min read
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