US Wind: Renewable Revolution

Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape.

Software has been one of private equity’s most active sectors over the past decade, supported by recurring revenue, leverage and expanding multiples. Today, that model is being reassessed. Higher interest rates and accelerating AI disruption are challenging long-held assumptions around growth durability and valuation.

Japan is undergoing an economic transformation: structural reforms, regulatory modernization and a renewed focus on corporate governance are unlocking value across industries and creating new opportunities for global investors & the Japanese economy.