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Six Things to Know About Co-investments

Let’s Get Smarter as Co-investing Gets Harder. Investor interest in co-investing has grown in recent years, given the benefits (discussed in more detail below) for both general partners (GPs) and limited partners (LPs). The co-investment universe has grown rapidly, with Cambridge Associates (CA) estimating total private equity co-investment activity in 2022 to have been ~$50 […]

September 2023

Streamlined Private Investing: Uncovering Growth in Secondaries

Over the past four decades, institutional investors have implemented newer and more dynamic strategies in their portfolios in an effort to boost investment returns. During the same period, many investors reduced allocations to fixed income while increasing allocations to equities and alternative investments, including private investments (PI), hedge funds, and commodities. Private equity (PE) investments […]

May 2023

Seven Things Investors Should Know About the Private Equity Secondary Market

Private equity (PE) secondary funds can provide several benefits to investors, including an accelerated pace of distributions relative to traditional primary PE fund investments. In addition, they can help investors enter new strategies, access top managers, and reduce blind pool risk. In this piece, we review secondary funds and their benefits by answering seven key […]

May 2023

Asia Insights: Navigating Higher Rates and Volatility

Introduction Aaron Costello, Regional Head for Asia, and Vivian Gan, Associate Investment Director, Capital Markets Research The path of global central bank tightening remains a top-of-mind question for investors after the recent stress in the US and European banking sectors. While financial contagion seems contained for now and has yet to spread to Asia, the […]

April 2023

Is This a New Era for Private Investments?

No. We argue that after macro conditions helped propel the private investment industry to temporary heights, today’s environment has ushered in a “back to normal” era. Let’s back up a bit. In the COVID-19 period (defined as July 2020 through June 2022), all facets of the US private investment “ecosystem” were in overdrive. During that […]

April 2023

Regulators Seek to Contain SVB Fallout

Following no US bank failures in the last two years, two banks failed in the last three days—Silicon Valley Bank (SVB) and Signature Bank. As the situation evolved last week, investors, businesses, and regulators became increasingly concerned about SVB and risks to the broader economy. Over the weekend, US officials from the Federal Reserve, Treasury, […]

March 2023

A Social & Environmental Equity Investing Framework for Better Real-World Outcomes

Investing can often feel like steering a ship through stormy seas, traversing risks seen and unseen. In recent years, the siren song of investment products that appear aligned with achieving genuine social and financial returns—but are merely designed to attract assets—is one such danger. And this trend, coupled with economic uncertainty, creates a perfect storm […]

March 2023

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