Repricing Around AI
How private equity, venture capital and private credit are underwriting the opportunities and disruption created by artificial intelligence.
Private Markets
AI Is Rewriting the Investment Committee
Investors are separating AI beneficiaries from companies facing structural disruption.
09 Aug 2026Private EquityPrivate Equity Reprices Software Businesses Around AI Risk
Durability of moat is back at the centre of diligence.
12 Aug 2026Private CreditPrivate Credit Steps Into GPU and Data-Centre Finance
Lenders are underwriting AI infrastructure at scale.
11 Aug 2026