In the Media

"There are not that many buyers focused on the mid-market, and as a re­sult we see far more relative value and more attractive risk-adjusted returns there," Marc Meier, our Co-Head of Infrastructure Partnership Investments, recently told Infrastructure Investor in an interview on the growth of the secondaries market. Marc was joined by fellow Co-Head Dmitriy Antropov to talk about the skills required to invest in mid-market secondaries, how the infrastructure secondaries market differs from the more mature private equity secondaries space, and the outlook for secondaries moving into 2025.

In addition to securing land, power, and fibre, developers are also grappling with access to critical components, which has coincided with a vast increase in demand for data centres. This is why having a highly experienced and capable team is so essential, explains Henk van Duijnhoven, Managing Director, in an interview with Infrastructure Investor. Henk also talks about our conviction in portfolio company EdgeCore Digital Infrastructure's growth prospects, how AI is changing the types and locations of data centres, and where AI can be used to support asset management within the industry.

"The main trend we have seen around the energy transition is the massive increase in electricity demand and its projected growth. I have been around the energy industry for more than three decades and have never seen anything like it," Todd Bright, our Co-Head of Infrastructure Americas, told Infrastructure Investor for its Energy Transition report. In this deep dive interview, Todd explains why Partners Group's strategy for investing in this space has shifted towards building platforms as opposed to investing in discrete projects.

"Our primary goal is to own market leaders, and if we cannot buy or find them, then we will build them ourselves," Andrew Deakin, a Partner in our Private Equity Services Industry Vertical, told Private Equity International. In this interview, Andrew talks about how we build conviction through our thematic investing approach, the importance of a strong governance system for addressing challenges and capitalizing on opportunities, and some value creation success stories from within our portfolio.

Our global co-head of private wealth Christian Wicklein spoke with high-net-worth publication Spear's about how private investors can access private markets. Christian charts the rise of evergreen funds within the industry, which is a product category that we pioneered, and outlines the importance of diversifying portfolios and educating investors. He also explains why pro rata allocation policies, which allow private investors to access the same investment content as institutions, is key to democratizing the asset class.

"Historically, secondaries returns tended to fit within a narrow band, but that is no longer the case. That is partly due to market volatility, but also the increased prevalence of concentrated extension secondaries, where you need a well-defined and proven strategy to outperform," Martin Liew, Head Private Equity Partnership Investments Asia, told Private Equity International in a keynote interview for its GP-Led Secondaries Report. Martin was joined by Robin Shelley, Managing Director, to discuss supply and demand dynamics in the market, the sectors and strategies generating the most interesting opportunities, and what it takes to get a transaction over the line today.