Editor's View

Our in-house take on what news, trends and developments affecting the secondaries market means to its different participants. In these weekly commentaries we stir discussion and prompt debate as well as comment on issues important to market participants in a lively and thought-provoking way.

Illustration of a crystal ball showing a red graph arrow pointing upwards
Secondaries Investor dives into the advisory firm's top five predictions and the drivers behind its outlook, including its prediction of at least $150bn in deal volume this year.
Industry Ventures founder Hans Swildens has started to hear from LPs at risk of defaulting on capital calls from venture funds because of lack of liquidity – something he hasn’t seen since 2009-2010.
The consensus view from the south of France is that this will be the year that valuations come down to earth.
Stepping stones over a small river
LP secondaries is a scalable business, meaning firms like Strategic Partners can raise funds twice the size of their predecessors without doubling the size of their teams.
stack of bills with ESG written on them
The ingredients are all there for a big year in impact secondaries, with GP-leds looking particularly tempting.
The secondaries market should continue to grow in 2023, with its biggest constraint being supply and demand. Secondaries Investor asks buyers from Apollo, BGO Strategic Capital Partners, Strategic Partners and more for their predictions.
black cat
A recent deal in Asia shows that secondaries transactions that provide sponsors with primary capital come in all shapes and sizes.
Person swimming in ocean
In a market that is seeing a war for talent, an institution looking to offload its secondaries unit is an unusual move.
microphone on blue background
...over video call, of course, to record a podcast with Secondaries Investor. Here's a preview of what we discussed.
calendar with sand timer
Some LPs are on a three-year waiting list to formally transfer fund interests off their books – an issue that could grow as overallocation issues persist.
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