Navigating the AI Revolution: Unlocking Productivity with AI Investment
As the second piece in a three-part series, we examine how AI may support productivity growth and how capital is being deployed to realize its potential.
Private Equity/Venture Capital
Navigating the AI Revolution: AI’s Far Reach in Shaping Asset Allocation Opportunities
In this piece, we explore AI’s transformative potential for asset allocation opportunities and risks, as well as key implementation considerations and challenges.
Asia Insights: Managing Risk Through Diversification
Asian and global market volatility surged in early 2025 as US tariffs triggered global growth fears. Given the export-oriented nature of most Asian economies and their sensitivity to global growth and demand, the region may bear the brunt of US tariffs. As such, Asia market volatility is likely to persist in the near term, particularly since US trade policy can shift abruptly.
Private Markets Bracing for Tariff Impacts
We advocate maintaining private market allocations. Investors should assess their exposures by manager, strategy, company stage, sector, and geography, and prepare to make adjustments to benefit their portfolios.
VantagePoint: Strategic Portfolio Construction in a Changing World
In today’s dynamic environment, strategic thinking and flexibility are essential. This edition of VantagePoint revisits the core principles of best-in-class investment strategies, exploring how investors can allow wealth to compound by remaining disciplined, diversified, and focused on long-term opportunities while adapting to change.
Review of Market Performance: Calendar Year 2024
Most risk assets enjoyed strong returns in the calendar year (CY) ended December 31, 2024. US equities led on better-than-expected economic data and AI-related growth.
Private Company Operating Metrics: Global Analysis
Our global private equity operating metrics analysis highlights the key levers and value drivers in private equity, and explores a risk and return comparison between private equity and public equity. It includes dedicated Europe and Asia analyses as well as regional comparisons.
Under the Microscope: Private vs Public Company Operating Metrics for US Companies
Our US private equity operating metrics analysis highlights the key levers and value drivers in private equity, and explores a risk and return comparison between private equity and public equity.
US PE/VC Benchmark Commentary: First Half 2024
In the first half of 2024, returns from US private equity and venture capital were modest. Both private asset classes have struggled to keep up with the public indexes over the past three years, but have performed well vis-à-vis public peers over longer time periods.
Global ex US PE/VC Benchmark Commentary: First Half 2024
Private equity (PE) outperformed venture capital (VC) in global ex US markets in the first half of 2024, just as it did in the United States, and while the global ex US PE/VC indexes have historically outperformed their public market counterparts, the most recent three years stand out as an exception.