Private equity firms accounted for 80% of all data-center acquisitions in 2019. Is that a good thing? Merger and acquisition activity surrounding data-center facilities is starting to resemble the Oklahoma Land Rush, and private-equity firms are taking most of the...
Natural resources investments have generally disappointed investors — but these managers are the exception, according to Preqin. The worst-performing asset class in alternative investments is natural resources — but some energy funds have managed to deliver outsize...
Not even the giants of cheap-as-it-gets index investing can resist the allure of private equity. After years of internal deliberations, Vanguard Group, the House John Bogle Built, with its $6.2 trillion in assets, has decided to open its very first private-equity...
Investors are supposed to be paid extra for lack of liquidity in investments. Not any more It is a guiding principle of finance that there is a premium to pay for tying up investors’ money in illiquid investments. The tighter those knots are, and the longer holders...
Implicit in these predictions is a conviction: private equity’s strong secular growth won’t be derailed by the vagaries of the next few economic cycles. Predicting, of course, is hit-and-miss, particularly when you’re looking 10 years out. Please don’t blame me if I...