private equity

Private Equity

Carlyle Group Reportedly Pitching Defense Fund

Photo via Vernon Yuen/ZUMAPRESS/Newscom

Allies on both sides of the Atlantic have already committed billions to upgrade military infrastructure and boost manufacturing.

1 min read

Photo via Jim West/UCG/Universal Images Group/Newscom

Energy

Clean Energy Regains Its Swagger as Hedge Against Wartime Oil Crisis

The iShares Global Clean Energy ETF jumped more than 5% last week, exceeding the oil-and-gas-focused Vanguard Energy ETF’s 1.3% gain.

1 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Banking

JPMorgan Leverages Unique Ability to React Proactively to Private Credit Woes

Most of JPMorgan’s big banking peers don’t have NAV loan agreements that let them proactively revalue assets.

2 min read
Photo by Annie Spratt via Unsplash

ETF Upside

Fidelity Adds Models with a Taste of Private Markets

The company’s new model portfolios are built primarily with ETFs or mutual funds, but they use less-liquid funds for private holdings.

2 min read

Hedge Funds

Bill Ackman Tests Main Street Rizz with Pershing Square IPO

Photo via Kris Tripplaar/Sipa USA/Newscom

Ackman’s move comes at a time when many young retail investors have grown tired of their classic stock-and-bond portfolios.

2 min read

Healthcare

Medline Surges After Year’s Most Valuable IPO

Photo via Kris Tripplaar/Sipa USA/Newscom

While 2025’s IPO boom is likely being enjoyed by Wall Street’s investment bankers, it may be even better news for private equity.

2 min read

Advisor Upside

Behind Schwab’s $660M Deal for Private Asset Marketplace Forge

Photo by Mike Mozart via CC BY 2.0

Investors have bought and sold more than $17 billion in private company shares using the platform.

2 min read

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