News & Analysis

The former NYC deputy mayor turned fund manager explains why mixed-income development strategies are a good match for private capital.

Core coffers are filling once more as investors see value, but the transaction market remains stunted, according to delegates at Expo Real.

In response to the rise of US trade tariffs, LPs are turning towards private credit and infrastructure – and eyeing opportunities in Europe.

Will the Trump administration’s America First Investment Policy fundamentally change global capital flows?

A new world order is expected to reshape the private markets opportunity set over the next five years.

With globalisation in retreat, the implications for private investment are complex. In areas like manufacturing, the push is toward reshoring of portfolio company operations. In risk management, many investors see diversifying their global exposure as key.

But without three mega funds, the total capital raised in Q1-Q3 2025 would have fallen below that of the same period last year.

DFI aims to build a £500m platform focused on industrial assets near research institutions and other ‘knowledge and innovation’ hubs.

The anticipated inflows are more than triple the amount from a year ago, according to the firm’s head of European investment strategy.