Alex Lynn

‘Asymmetry’ of information and lack of look-through are preventing some investors from participating, according to speakers at PEI Group’s Private Debt Investor Tokyo Forum.

Private capital could play a role in bolstering Europe’s energy resilience, catalysing its tech industry and financing the conversion of manufacturing facilities, M&G private markets CIO Emmanuel Deblanc tells PEI.

The Japanese buyout specialist, which expanded into the asset class last month, will focus on opportunities in corporate-owned real estate.

While some software businesses are poised to become stronger on the back of a wave of AI innovation, there will be others that suffer or become obsolete, says managing director Jeff Keay.

Private capital could play a role in bolstering Europe's energy resilience, catalysing its tech industry and financing the conversion of manufacturing facilities, M&G private markets CIO Emmanuel Deblanc tells PEI.

While some software businesses are poised to become stronger on the back of a wave of AI innovation, there will be others that suffer or become obsolete, says managing director Jeff Keay.

An early-stage SMA is serving as proof of concept for a dedicated strategy in the region, newly appointed APAC co-heads Hari Gopalakrishnan and Nicholas Macksey tell PEI.

This year’s ‘SaaSpocalypse’ has exposed the vulnerability and deepening uncertainty of outcomes in a much-beloved sector. Investors must work quickly to identify managers capable of thriving in the age of AI.

Some fear GPs are at risk of overpromising and underdelivering on AI’s ability to drive topline returns.

Industry participants outline potential use cases, investment horizons, fee models and likely adopters of Hong Kong’s new listed trusts.