MarketsOpinion21 May 2026
As AI disruption freezes software heavy buyout funds and retail capital retreats, a handful of firms are moving decisively in the opposite direction. The private equity market is splitting into winners and losers in real time.
Private EquityArtificial IntelligenceMergers and AcquisitionsSoftwareIran
Alexander Eklund8 min read
Read ArticleMarketsPrivate EquityOpinion7 April 2026
Buyout activity fell 36 per cent in Q1 2026 as the Gulf conflict and AI disruption to software converge to freeze dealmaking across the private equity industry.
Private EquityMergers and AcquisitionsIranArtificial Intelligence
Alexander Eklund5 min read
Read ArticleMarketsPrivate Credit12 March 2026
Partners Group Chair Steffen Meister warns AI will create an asymmetric disaster for private credit, where lenders absorb the losses from disrupted companies while capturing none of the upside.
Artificial IntelligenceDefaultsPartners Group
Rohan Talwar6 min read
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