- Co-Head, Private Investments
United States, Intermediary
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This is a section of our Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios.
In our mid-year private investment outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets. Amid widespread private credit headlines, we highlight how trends like disintermediation and the convergence of public and private markets are fueling diverse opportunities across private credit. In addition, we examine the venture capital landscape, noting a shift towards capital efficiency, a recovering IPO market, the growing importance of AI, and much more.
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8 emerging venture capital trends
We share eight of the themes driving venture capital markets in 2024, including capital efficiency, DPI, the IPO market recovery, and much more.
7
min
Article
2025-06-30
Beyond the noise: Four key drivers of private credit opportunities
With recent negative headlines around private credit, we think it's crucial to move beyond the noise and explore the asset class's enduring trends like disintermediation, the convergence of public and private markets, and much more.
4
min
Article
2025-06-30
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