Private Equity Sees Slim Prospects for Big Rebound in Fundraising This Year Dealmaking is back for buyout firms, but there is little optimism that fundraising will make up for 2025’s dismal results www.wsj.com/articles/pri...

Investors Are Flocking to the Stock Market’s Discount Rack Pricey tech heavyweights send some individuals in search of bargains www.wsj.com/finance/stoc... via @wsj.com

Two lesser-known factors behind David Swensen’s success at Yale The nurturing of in-house talent and close partnerships with external managers helped drive returns on.ft.com/46tjWUR via @financialtimes.com

Who are the world’s best investors? The answer is not hedge funds or quant shops or short-sellers economist.com/finance-and-... via @economist.com

UK’s Metro Bank attracts takeover interest from private equity London-based Pollen Street Capital made an approach to the UK challenger bank in recent weeks www.ft.com/content/14eb... via @ivanlevingston.bsky.social @alexandraheal.bsky.social @ortenca.bsky.social @financialtimes.com #PrivateEquity

Four Books Sound the Alarm About the Power of Private Equity www.wsj.com/finance/inve... via @wsj.com #PrivateEquity

on.ft.com/4jtQ4e4 SoftBank’s Masayoshi Son floats idea of US-Japan sovereign wealth fund via @urbandirt.bsky.social @davidkeo.bsky.social Demetri Sevastopulo @financialtimes.com

The delusion of private equity IRRs The dumbest PE performance metric still bamboozles some investors on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity

Can anything stop America’s superstar hedge funds? Citadel and other giant funds have remade public markets www.economist.com/special-repo... via @economist.com #HedgeFunds

What it means to be illiquid Investors are learning how hard it is to get money out of private equity and venture capital www.economist.com/special-repo... via @economist.com #PrivateEquity #VC

The Giants of Silicon Valley Are Having a Midlife Crisis Over AI Apple, Facebook, Google and Tesla are all facing the ‘innovator’s dilemma’ at the same time www.wsj.com/tech/ai/the-... via @timhiggins.bsky.social @wsj.com

on.ft.com/42KorGW Is this still the Asian century? The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern via @urbandirt.bsky.social @financialtimes.com

The death of the Yale Model? on.ft.com/42t9IRW via @robinwigglesworth.ft.com @financialtimes.com

Can the dollar remain king of currencies? on.ft.com/4hBkSIJ via @financialtimes.com

Index Ventures provided $3.5 million in original seed money to the cybersecurity startup that became Wiz. That funding earned a 250-fold return this week. www.wsj.com/business/ent... via @wsj.com #VC

Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds

Hedge fund leverage is rising as a concern for regulators The huge bets on what is known as the cash-futures basis trade could amplify market shocks on.ft.com/3XC709R via @tobyn.bsky.social @financialtimes.com #HedgeFunds

The hidden dangers of family offices www.ft.com/content/147a... via @owenwalker0.ft.com @joshspero.ft.com @financialtimes.com #FamilyOffice

Apollo, Blackstone lead perpetual capital rush pitchbook.com/news/article... via @pitchbook.bsky.social #PrivateEquity

Private equity industry shrinks for the first time in decades Assets under management fell 2% last year as investors pull back from investing in sector www.ft.com/content/c7ac... via @financialtimes.com #PrivateEquity

The New Survival Guide for Private Equity: Go Big or Get Back to Basics The list of private-equity firms struggling to raise money is growing www.wsj.com/finance/inve... via @wsj.com #PrivateEquity

on.ft.com/3QeT6q8 SoftBank falls to $2.4bn loss amid plans for huge AI investments

TPG Sets High Fundraising Sights for 2025 The roughly $246 billion private markets firm aims to double its managed assets www.wsj.com/articles/tpg... via @wsj.com #PrivateEquity

What next for the private equity minnow? Smaller buyout funds that struggle to raise new money face unappealing options on.ft.com/4jQ6U8d via @financialtimes.com #PrivateEquity

For CEOs and Bankers, the Trump Euphoria Is Fading Fast Deals market gets curtailed by the uncertainty delivered in president’s first weeks www.wsj.com/business/dea... via @wsj.com

Activist hedge fund Elliott builds stake in struggling BP US investor could force UK oil company to refocus on core fossil fuels business after foray into green energy on.ft.com/42MHthx via @financialtimes.com #HedgeFunds #ActivistInvestor

Private-Equity Managers Persevere in Pitching First-Time Funds Despite a rough environment, a growing pipeline of independent sponsors is expected to launch debut funds in coming years, investors and placement agents say www.wsj.com/articles/pri... via @wsj.com #PrivateEquity

Apollo Eyes ‘Industrial Renaissance’ After Investing Record $222 Billion Last Year The firm recently acquired an infrastructure fund manager to expand its reach in industries such as renewable energy and power www.wsj.com/articles/apo... via @wsj.com #PrivateEquity

KKR Raises Its Direct Stakes in Three Companies The firm said it would increase its investment in the companies by $1.1 billion in total as part of its unusual strategy of taking long-term stakes in businesses it likes www.wsj.com/articles/kkr... via @wsj.com #PrivateEquity

`Tidal Wave of Deals' Is Poised to Buoy Private Equity (video) www.bloomberg.com/news/videos/... via @bloomberg.com #PrivateEquity

Private equity returns overtook those offered by private credit in the third quarter, according to data from State Street, in what some see as a sign of a longer-term rebalancing between the two markets www.bloomberg.com/news/article... via @bloomberg.com #PrivateEquity #PrivateCredit

Private-Equity Buyers See Signs of Life for Physician Practice Deals Nascent signs of renewed investor interest in physician practice deals could bolster private-equity exits in 2025 www.wsj.com/articles/pri... via @wsj.com #PrivateEquity

Secondhand trades for private-markets funds handily topped $150 billion in 2024, thanks partly to strong demand from private-equity investment vehicles aimed at individual investors, secondary advisers say www.wsj.com/articles/pri... via @wsj.com #PrivateEquity

Now Wanted in Silicon Valley: Ho-Hum Businesses With Thin Profit Margins Venture-capital firms are bringing AI and dealmaking to accounting, property management and other unglamorous fields www.wsj.com/finance/inve... via @wsj.com #VC

‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies High interest rates and thrifty consumers pushed record number of portfolio companies into bankruptcy last year on.ft.com/40nQpXS via @willschmitt.bsky.social @pollard.bsky.social @financialtimes.com #PrivateEquity

Asia hedge funds rebounded in 2024, with many posting double-digit gains www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds

Asset sales at EQT jump to $11bn in sign of industry recovery Surge in sales and cash deployment at private equity firm follows years of companies struggling to exit investments on.ft.com/4as0cki via @financialtimes.com #PrivateEquity

Thoma Bravo Gathers $3.6 Billion for Private Loans www.wsj.com/articles/tho... via @wsj.com #PrivateCredit #PrivateEquity

Companies should step off the quarterly report treadmill This system is not just burdensome, it is potentially damaging to market dynamism on.ft.com/4jh6wiR via @financialtimes.com

Hedge-Fund Fees Eat Up Half of Clients’ Profits Over the past two decades, fees have amounted to more than 50% of gross gains, LCH research finds www.wsj.com/finance/inve... via @wsj.com #HedgeFunds

Buffett-chasing tycoons will need to prove their own mythology Public markets today rarely offer bargains — the Oracle of Omaha built his edifice some 60 years ago www.ft.com/content/48fa... via @financialtimes.com

The Year That Hedge Funds Got Their Mojo Back Stock pickers were able to shine in 2024, while esoteric markets such as Argentine debt and crypto bankruptcy claims also yielded opportunities www.wsj.com/finance/inve... via @wsj.com #HedgeFunds

Buyout exit values drop to 5-year low in 2024 — analysis www.pionline.com/private-equi... via @pionline.bsky.social #PrivateEquity

Point72's new AI fund near $1.5 bln after double-digit returns, sources say www.reuters.com/markets/poin... via @reuters.com #HedgeFunds

Private equity firms’ strategy of shuffling assets to buy more time for investments to pan out is starting to show signs of weakness. www.bloomberg.com/news/article... via @bloomberg.com #PrivateEquity

Wall Street’s Pre-eminent Short Seller Is Calling It Quits Hindenburg Research founder Nate Anderson, a foe of Carl Icahn and the Adani family, cites job stress as he shuts down his firm www.wsj.com/finance/inve... via @wsj.com

UK artificial intelligence start up Synthesia hits $2bn valuation on.ft.com/42e8Fpt via @financialtimes.com #VC

Bill Ackman says he wants to build a ‘modern-day Berkshire Hathaway’ on.ft.com/3DPMbRf via @financialtimes.com

Bain Capital ups bid for Australia's Insignia to $1.8 billion, matching CC Capital www.reuters.com/markets/deal... via @reuters.com #PrivateEquity

Private equity targets Europe for big buyout deals Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024 on.ft.com/40bF3Gv via @alexandraheal.bsky.social @financialtimes.com #PrivateEquity