United States, Institutional
Change
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Article
5 min
Looking beyond mega-caps
We explore how the growing concentration of capital in mega-cap private companies is reshaping the venture and growth opportunity set, and the implications for portfolio construction, manager selection, diversification, and potential return opportunities across private markets.
5 min
Article
2027-06-30
Article
4 min
The IPO market inflection
Our late-stage private market experts explore how a small cohort of scaled, AI-driven IPOs could reshape distributions, public-market structure, and exit decisions across the venture ecosystem.
4 min
Article
2027-05-31
Article
5 min
Private equity deep dive
We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.
5 min
Article
2027-02-28
Article
5 min
Venture capital outlook for 2026: 5 key trends
We explore 2026's venture capital trends, highlighting IPO momentum, M&A acceleration, secondary market growth, public-private convergence, and the focus on quality investments.
5 min
Article
2026-12-31
Article
6 min
Understanding private equity performance
We dive deep on best practices for measuring and benchmarking private equity performance. In addition, we outline the J-curve and the impact of fund lifecycle on returns.
6 min
Article
2026-07-31
Article
5 min
IPOs aren’t dead, they’re just napping
Experts from our venture capital and trading teams explore the current IPO landscape. They highlight three challenges and three opportunities for private companies aiming to go public today.
5 min
Article
2026-07-31
Article
5 min
Venture capital mid-year outlook: Five key questions
Our venture capital team explores the state of the IPO market, M&A uncertainty, the growth of secondaries, and more.
5 min
Article
2026-06-30
Article
5 min
No more free lunch: Impact of higher interest rates on private equity
We explain what the direct and indirect rate exposure of buyouts, venture capital, growth equity, secondaries, and fund-of-funds mean for investors.
5 min
Article
2026-02-28
Article
7 min
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
7 min
Article
2025-12-31
Article
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
Article
2025-12-31
Article
9 min
AI is hungry: What’s on the menu?
Our technology venture capital experts explore AI’s potential for disruption, highlight potential winners and losers, and dive deep into the innovation’s impact on the software industry.
By
9 min
Article
2025-11-30
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