Private Market Review

Private Market Review

News and trends worth noticing from the wider world of Private Capital Markets & Alternative Investments

Archive

Active ETFs are the Hot New Thing

Active ETFs are the Hot New Thing

It's the end of era of mutual funds; what do LPs really want?; more bad news for Real Estate, and plenty of fresh data

AI is the Capex Cycle

AI is the Capex Cycle

Three big ideas in capital markets

Missing the 'Hedge' in Hedge Funds

Missing the 'Hedge' in Hedge Funds

Location matters for Data Centers; PE deployments continue apace; Decks and Data from Moody's, UBS, and Pitchbook; Investing at bubbly prices

Middle Market Earnings Boom

Middle Market Earnings Boom

Plus data and takes on AI and Infrastructure Capex, silver-linings in liquidity, and niche real estate insights

Private Market Review: The IPO market is wide open

Private Market Review: The IPO market is wide open

Public market valuations are historically high; LPs state their preferences on risk-adjusted yield; the new normal in private capital markets, and fresh data on VC, middle-market, and AI startups

Private Credit is still cooking

Private Credit is still cooking

Charts on spreads and structure, plus CMBS delinquency data, and the new factor that active managers want to try