The Four Dynamics Shaping Global Private Markets
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
Expectations v. Reality
Expectations of 3x from emerging market private equity funds are unreasonable
The Evolution of Private Equity in Emerging Markets
A brief history of private equity in emerging markets, an analysis of industry performance, and thoughts on its future.
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
End of content
End of content