Apollo Global Management's 2026 Real Estate Outlook, penned by Scott Weiner, Partner and Global Head of Real Estate Credit, declares that commercial real estate has emerged from its post-rate-shock turbulence with renewed conviction, as capital markets reopen, valuations stabilize, and AI infrastructure buildout becomes a transformative growth engine—with Barclays estimating over $2.3 trillion already committed to data centers this year and another $3 trillion expected throug

Goldman Sachs Asset Management's Investment Outlook 2026 reveals that private market valuations have reached record highs across buyout holdings and exits, yet the data masks significant underlying dispersion. While median multiples suggest elevated pricing, recent transaction activity has been skewed toward higher-quality companies commanding premiums.

According to PitchBook's Q2 2025 Private Capital Indexes report, private capital delivered a near-flat return of just 0.1% in the second quarter, marking a significant deceleration from the 1.0% gain in Q1. The slowdown was driven by a notable -1.1% decline in private equity, while venture capital rebounded with a 2.7% return. Direct lending surged 8.0% for the quarter, and funds of funds jumped 6.1%, reflecting diverging fortunes across asset classes as market conditions rem

Apollo's Kleinman warns PE exits face years of headwinds while AI valuations show dangerous froth despite transformative potential.

US tariff surge to 100-year high disrupts private markets recovery as exit drought persists despite macro support.

According to PitchBook's Q2 2025 European VC Valuations Report, median venture capital valuations across Europe continued climbing in the first half of 2025, with Series E+ companies reaching €1.2 billion for the first time since 2022. The value-over-volume dynamic persisted as deal counts remained flat while median deal sizes and valuations grew across most funding series, though volatility in financial markets and geopolitical tensions created uncertainty for the second hal

Alaska's $85B fund CIO warns private market premiums have vanished as valuations soar beyond historical norms.

Mike Dennis discusses how private credit proves resilient despite peak predictions, with middle-market focus offering protection from competition.

Private credit enters mainstream through 401(k)s as BlackRock completes $12B HPS acquisition, but industry faces capital abundance problem with too much money chasing limited deals. Major developments include Meta's $29B AI infrastructure fundraising, GTCR's record $24.25B exit, and expanding UAE private capital hub. Returns under pressure.RetryClaude can make mistakes. Please double-check responses.

SEC Chairman Atkins wants to end wealth-based restrictions blocking retail investors from private market opportunities.

Harvard probe threatens to expose $13T private equity industry's questionable valuation practices affecting retirement plans nationwide.

Private credit markets flash warning signs with dangerous overheating in core segments as lenders abandon due diligence, while massive growth opportunities emerge across asset-based finance, Japanese markets, and wealth democratization. Major fundraising continues with ICG targeting €10B and strategic shifts toward AI integration in PE. Industry faces tension between record expansion and quality concerns.

EQT announces EUR 23 billion target for EQT XI fund, continuing its investment strategy in line with predecessor fund EQT X.

DoubleLine Group CEO Jeffrey Gundlach, one of Wall Street's most respected bond managers, delivered stark warnings about private credit markets during Bloomberg's Global Credit Forum in Los Angeles. Speaking with Lisa Abramowicz, Gundlach drew direct parallels between today's private credit boom and the collateralized debt obligation (CDO) mania that preceded the 2008 financial crisis.

Private credit has lost its edge as "undiscovered" opportunity, warns Oaktree's Howard Marks amid $1.5T market growth.

EQT's affiliate completes public offering of Waystar Holding Corp. shares, raising $557 million with EQT receiving $239.6 million.

Insight Partners sells 3.7M shares of The Real Brokerage, reducing its stake from 16.65% to 14.84% on a partially-diluted basis.

PitchBook's Q1 2025 US VC Valuations and Returns Report reveals an unprecedented concentration of capital, with AI & machine learning companies capturing 71.1% of total VC investment value while representing just one-third of all deals. This bifurcated market shows AI continuing to command premium valuations while the broader venture ecosystem faces pressure.

Guggenheim Credit Income Fund 2019 reports Q1 2025 results with total assets down to $1.59B and NAV per share at $0.85.

Guggenheim Credit Income Fund reports Q1 2025 results with total assets down to $4.30B and NAV per share decreased to $0.25.