Now is the time for infrastructure secondarie...

In this episode of RPM, Michael Venne sits down with Akhilan Nesaratnam to explore why UK private equity has quietly outperformed, despite the noisy macro backdrop. They unpack three forces shaping the market’s edge—scarcity, specialism, and succession—and what could change as th ...  Show more

In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structur ...  Show more

Welcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role i ...

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ...  Show more

M&A activity is down, as is private equity investment, and companies are facing a range of new geopolitical tensions. Still, there is a path to growth through M&A for those companies that maintain an active acquisition strategy, understand their capabilities, and avoid certain as ...  Show more

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that ...  Show more