Special Report

We do not see a 1990s type of backdrop but we do see a departure from the 2010s. Structural forces make it unlikely that we will return to the 1990s heydays for LSE. However, evolving cyclical forces provide tailwinds over the next…

We see challenges ahead for Global Buyout across geographies as valuations need further resetting. While we are concerned with capital controls and flight risk in Asia-Pacific Venture Capital, the upside potential from AI may be…

We see a more positive backdrop for credit providers, with bilateral and structuring features as tailwinds for Private Credit. While there may be potential green shoots in some areas of Private Equity, current valuations are not…