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- Private equity
- Papers
While exit activity remained subdued in Q4 2025, we continue deliver exits at a consistently high level.
- Private equity
- Papers
Monitoring the performance of private equity funds is a critical responsibility for Limited Partners (LPs), as it plays a key role in shaping investment decisions throughout the life of a fund
- Private equity
- Papers
Despite geopolitical and macro-economic uncertainties, 2025 has been a largely positive year for investors with public markets posting strong gains.
While investment conditions are far from perfect, inflation globally is moderating, the IMF has slightly upgraded its growth forecasts and many central banks are shifting to a more neutral or easing stance following a significant rate hike cycle that started in 2022.
- Private equity
- Papers
The public markets shrugged off continued macroeconomic and geopolitical concerns to post respectable performance in the third quarter of 2025.
- Private equity
- Papers
Easing trade tensions and a decline in the US Dollar led to a rebound in global equity markets during the second quarter, propelled largely by mega cap growth stocks and the ‘Magnificent Seven’.
- Equities
- Papers
Emerging managers, those who are launching their first or second funds, are often viewed sceptically by investors. However, these perceptions are often rooted in myth, not reality.
- Private equity
- Papers
The start of 2025 has proved something of a rollercoaster ride for investors. Deal making in the first quarter of 2025 did not have the momentum many had predicted at the end of 2024.
- Equities
- Papers
In our latest research, we explore a breakthrough approach – leveraging neural networks within a learning-to-rank framework – to enhance stock selection accuracy in increasingly complex markets.
- Private equity
- Papers
2025 is likely to be a better year for private equity. Our exit pace continues to buck the market trend. Secondaries will continue to move towards being a core holding while the popularity of open-ended funds will grow
- Equities
- Papers
Once written off as dead money, Chinese banks have staged a quiet comeback—emerging as some of the market’s most resilient income plays. As China battles economic headwinds and investor confidence wavers, these state-backed giants are delivering strong dividends and unexpected stability. With limited alternatives, local investors are piling in, fuelling a trend that offshore sceptics never saw coming.
- Private equity
- Papers
How can investors avoid missing out on attractive new investment opportunities when distributions from prior investments remain so lacklustre? While exit activity in Q3 was flat vs. Q2, exit volume over the year-to-date remains more than 20% down vs. the same period in 2023.
- Equities
- Papers
The covid crisis prompted a period of close-to-zero interest rates around the world, and an injection of significant monetary and fiscal stimulus. This extensive support, however, proved a doubled-edged sword as while such support was essential, it combined with trade frictions to bring about a sharp surge in inflation. This was initially expected to be transitory but policy makers soon realised that severe action would be required to prevent an inflation/price spiral. Central banks around the world then began a co-ordinated hiking cycle.
- Private equity
- Papers
As investors come back from their well-earned summer breaks, one issue continues to prey on their minds: “when will I get my money back?”
Exit activity for the first half of 2024 was 27% below that for the same period in 2023. This slide in activity has continued since the peak reached in 2021 and does not show any near-term signs of reversing. Investment activity has also been lower – in the first half it was 18% below that of the same period last year.
- Private equity
- Papers
If investors were expecting the private equity market to jump back into action in 2024, they will have been disappointed.
After a subdued 2023, overall private equity investment and exit activity in the first quarter of 2024 continued to be challenged. However, there were bright areas in some segments of the market.