The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

To identify potential deals, we leverage our GP relationships to gain insight into high-quality assets with favorable competitive dynamics.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

The average middle market fund has less than 26% of its loans in high-collateral deals. Here’s what to do about it.

Infrastructure project financing represents a compelling way for investors to access the significant growth potential of the global energy transition.

Despite limited M&A and IPO activity, the diversification profile of a secondaries-focused strategy may boost distributions and liquidity compared to primaries.

NYCB downgrade isn’t rattling other financials or credit markets, and showcases the opportunity in private lenders.

Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings.

Combining middle market loans with strategically sourced deals in private placement and project finance markets allows for a more diversified portfolio that has the potential to deliver returns that have been less correlated to economic cycles.

Next year’s alts themes are pension funds’ move into private credit, the IRA-driven appeal of renewables infrastructure debt, and big opportunities in mortgage derivatives.