Ideas
Fresh thinking on global private markets
Incisive commentary and insightful analysis for forward-leaning entrepreneurs and investors.
The Portico Podcast
Listen to our latest episodes and learn more about each interview.
Episode List
Tariq Fancy on the Dangers of Sustainable Investing
An interview with Tariq Fancy, former CIO for Sustainable Investing at BlackRock.
Simon Clark on The Key Man
An interview with Simon Clark, co-author of The Key Man
The Abraaj Fiasco
I wanted to experiment with a different format for this episode and share my writings on the Abraaj fraud scandal as they were happening in…
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Our Thinking
Peruse previous editions of Portico Perspectives and read our research studies.
Does the Emerging Markets Private Equity Asset Class Scale?
An analysis of exits in emerging markets suggests EM PE / VC fundraising may need to come down to $16 billion per year
Dumb Money
An LP calls private equity the dumb money in emerging markets, more than $34 billion is being raised in Asia and KKR is bringing leveraged loans to China, LP views on Latin America, Facebook enters small business lending, Turkey turns around? Eric Hoffer’s “The True Believer”
Super Sized
Discusses whether distributions from larger funds is leading to capital concentration in emerging markets, Indonesia’s first startup IPO (Kioson), SoftBank, SMEs and the GST tax in India, lifestyle diseases in emerging markets, Katherine Boo’s “Behind the Beautiful Forevers”
Status Update
Provides a first anniversary update on Portico, discusses the societal parasite that is Facebook, who will make money in emerging markets venture capital, world awash in capital (featuring corporations as asset managers, passive investing, asset scarcity, and U.S. housing as political time bomb), and Musashi
The Mid-Market Squeeze
Discusses KKR’s report on Indonesia, Abraaj Group’s acquisition of the coffee chain Nairobi Java House, challenges Aubrey Hruby’s article in the FT that private equity will drive manufacturing sector development in Africa, shares some beach reading ideas
More Dickensian by the Day
LP sentiment toward emerging markets, high net worth investor interest in private equity, Helios-GBFoods, Hispanophone deals in Africa, Baring Asia and CPPIB take Nord Anglia private, Blackstone joins the private debt party in India, The Ramayana
First Move
Private equity deal flow in Africa, Zabka Polska, Consumer sentiment in Latin America, Carroll Quigley’s “Evolution of Civilizations”
Is Emerging Markets Private Equity Dying?
Is emerging markets private equity dying? Portico’s first research piece explores several existential challenges besetting the industry.