Patience and Process: A template for middle-market PE success

Long heralded as the final frontier for private-equity value creation, the middle-market is now also a capital draw for protection against macro instability, bringing in a wider group of investors. It provides access to non-cyclical industries, less exposed to the AI disruption and energy shocks that are upending the global economy.

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Dilemmas and Dichotomies: Private markets approaches to AI implementation

Approaches to core AI infrastructure development have a strong bearing on how deeply it can be embedded across the investment lifecycle. Whether to buy or build, assemble or integrate is a decision predicated strongly on asset class, size and talent. This report explores AI decision-making in private markets.

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Conviction at Speed: Degrees of Trust in AI-powered private markets investing

Private markets conditions today demand speed. Geopolitical volatility and technological change are causing steep swings in company valuations, creating opportunities for firms that are able to move quickly on both the buy and sell side. This report explores how GPs are using AI to capitalise, and the things that are holding them back.

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Late Cycle: Private credit faces dispersion, chases transparency

September 2026 | As we progress to late in the cycle, private credit has developed into a substantial force in the global economy, highly stratified, increasingly sophisticated and vastly dispersed. A maturing market brings with it conversations around opportunism, innovation, risk management, operational agility and standardisation – all themes that will be explored in this research.

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Platform for Democratisation: the evolving economics of semi-liquid funds

The investor base of private and public markets are converging, but to what extent can the propositions be mirrored? From semi-liquid funds with daily pricing to multi-asset offerings, and the platformisation of private markets from the front end to the back office, this report examines how managers are coping with the growing convergence of investor types and experiences.

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Sell to Roll: Capital retention in the continuation vehicle ecosystem

The question facing many GPs, as continuation vehicles become an increasingly popular exit route, is how to retain and recycle the capital from those transactions. Our research finds that liquidity generation for LPs is the biggest use case for CVs currently, but the investor experience through the process can be pivotal for future capital relationships.

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Uncharted Territory: Private markets learn to forecast instability

With the rate of change and volatility, a standard top-down forecast for the whole portfolio can quickly become inaccurate. Instead, firms are looking for flexibility – that is fresh data, which can adjust in real time amid change. They are also under pressure to be more transparent. This report explores the new metrics in focus.

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LP Special 2026: A targeted approach to private markets

Each year brings new dimensions to the LP-GP relationship. What was historically a simple set of bilateral arrangements has now ballooned into a complex web of intertwined interests that interact varyingly with volatile geopolitical and macroeconomic forces. This report explores the priorities of the LP in 2026, from investment intentions to operational requirements, and much more.

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Jurisdictional Alpha: Fund domiciles as a source of differentiation

Faced with uncertainty, firms are craving stability. When choosing a fund domicile, this means favouring a consistent and advantageous regulatory environment. Read this latest research brief on how firms are turning prudent jurisdictional choice into a valuable source of alpha.

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Discipline is dispersion: Evolving data practices of a value-driven private markets industry

Transparency and standardisation are hallmarks of mature industries, and while these have traditionally run at odds with the bespoke, proprietary edge of private markets offerings, they now manifest as key differentiators in the era of discipline. Read how firms are adapting in this latest report – powered by Fusion by JP Morgan.

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Value creation in 2026: The art and the science

Firms in today’s climate need to not only evaluate an asset’s ability to weather all manner of disruptive forces, but they also need to create a growth plan that is able to play out in sectors that are now transforming – quite literally – from one month to the next. It’s a fine art to identify value drivers, and an exact science to execute them. This report investigates how firms are mastering both.  

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Private credit in 2026: Discipline, dispersion and defaults

March 2026 | There are push and pull factors at play with respect to and within the world of private credit, with established expertise driving some firms to consolidate on their flagship strategies, while a combination of overcrowding and opportunity causes others to diversify. This report goes behind the headlines to explore the strategies and risk calculations going into navigating an increasingly tumultuous industry.

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Engineering Liquidity: Secondaries in 2026

March 2026 | In a volatile world, secondaries are an instrument of control. They allow investors and managers to exploit, rather than be governed by, the liquidity dynamics of private markets. This report, produced by Private Equity Wire® in partnership with SS&C, investigates the engineering behind liquidity – from high-level growth drivers to the finer details of operational sophistication in a rapidly expanding global secondaries market. 

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The Liquidity Paradox: Hedging in open-ended fund structures

Hedging is a critical tool for funds that raise and deploy capital globally to protect themselves from currency risk. Against a volatile macroeconomic backdrop and an increasingly challenging fundraising and exit environment, that imperative is only growing – though it brings liquidity risk of it’s own. This paradox is accentuated in the context of open-ended funds, as this research finds.

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Value in Trust: Cybersecurity as a foundation for PE value creation

February 2026 | In private equity portfolios, cybersecurity’s value remains skewed towards the symbolic over the operational – not quite the proverbial tick-box, but certainly a label to inspire confidence. This research explores how cybersecurity can be more than a preservation measure, even a springboard for growth, and whether firms prefer fund-level frameworks or unique plans per company.

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Measured Expansion: Mapping the risks that come with cross-border capital flows

New liquidity channels, diversified investor bases and other innovative measures have helped private markets tide over a widely acknowledged period of condensed returns. These trends bring with them a gamut of financial, operational and compliance considerations that are yet to be fully understood. This report aims to map these risks, with an overview of how managers are coping.

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Private Equity Wire® Global Outlook 2026

With contributions from key members of our community, this report shines the torch on sentiment, strategy and opportunity across the private markets universe. The industry, it would appear, is nearing the completion of a structural shift that allows it to be more resilient yet responsive to market shocks, while retaining its thesis of patient capital. The key word for 2026 is discipline.

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Emerging in Action: The AI-driven differentiators for new private markets managers

Allocators to private markets have seemingly adjusted to the ongoing liquidity crunch. Longer fundraising cycles have eased the urgency to buy into mega funds – the upshot of which is a more considered due diligence process that carves out time to evaluate emerging strategies. This report explores how the battle for differentiation is being fought on two fronts – people and technology. 

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