NEXUS 2026

Europe could spend as much as €14trn on defence and related infrastructure over the next decade, per a white paper from the Carlyle Group.

At this year's NEXUS, Megan Wenrich of the All Aboard Fund spoke of rapid deployment and GCM Grosvenor's Jonathan Hirschtritt described climate finance gaps that were opening up.

As geopolitical tensions continue to rise, and opportunities to commit to GP strategies involving defence with it, investors are finding paths to investment with few ESG barriers

Rally Assets sees a 'tipping point' in terms of investable private markets impact strategies that seek to boost the economic inclusion 'of those not participating in the economy today, says CIO March Foran.

Tariffs and geopolitical tensions are hastening a return of manufacturing to the US and presenting a new set of prospects to private investors, panellists said at NEXUS last week.

In this podcast, recorded at NEXUS 2026, Cambridge Associates partner Tom Mitchell describes the LP experience amid a period of slow distributions and fast-moving news.

Climate adaptation, AI dichotomies and LPs' continued enthusiasm for sustainable investment were among the themes to emerge from PEI Group's flagship private equity gathering.

Investors are allocating more to private markets impact, but it comes at a time when many are spending more to ‘meet the moment’, said panellists at NEXUS this week.

Marcie Frost, CEO of the Californian pension plan, discussed the political pressure that surrounds the investors' sustainable investments and a desire for more ESG data for risk management purposes at NEXUS 2026.

Investors are focused on the immediate need for an expanded and reslient energy supply.