Insights
Perspectives
worth your time.
Clear thinking on private markets, value creation, and the discipline of allocating capital well — written by the people who do it.
Value creation
What private equity value creation actually means in 2026
Multiple expansion is fading as a return driver. Here is how disciplined firms now build value inside the business — and why operating improvement is the real alpha.
Dr. Aisha Rahman12 May 2026
Private markets
Direct private equity vs fund management: what's the difference?
Two ways to access private markets, two different roles for the firm. A plain-language guide to how direct investment and managed funds actually differ.
Daniel Lim3 April 2026
Markets
The case for private equity in Southeast Asia
Favourable demographics, under-penetrated capital markets, and a generation of founder-led businesses facing succession — why the region rewards disciplined, operationally-minded investors.
Tan Wei Sheng18 February 2026