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PRIVATE EQUITY News & Analysis

Mark to market: Going all in on ETFs
ETFs
Mark to market: Going all in on ETFs
Mark answers a reader question about asset allocation in retirement and the risk of ETFs.
Mark LaMonica, CFA | 02 July 2025
Big ASX IPO sees Bain cash in on Virgin at opportune time
Stocks
Big ASX IPO sees Bain cash in on Virgin at opportune time
We think Virgin’s offer price reflects benign industry conditions that are unlikely to remain so good forever.
Angus Hewitt, CFA | 17 June 2025
Bookworm: Should you view stocks like a private equity buyer?
Personal Finance
Bookworm: Should you view stocks like a private equity buyer?
Certain qualities make a company more attractive to acquirers. Is hunting potential takeover targets and deal premiums a viable approach?
Joseph Taylor | 16 June 2025
Private credit and its role for investors
Funds
Private credit and its role for investors
A spotlight on the evolving asset class.
Matt Olsen | 04 June 2025
How private assets are transforming capital markets and super
Retirement
How private assets are transforming capital markets and super
Super funds and private assets in the spotlight after ASIC release. 
William Anglingdarma, CFA | 06 March 2025
Mark to market: Opposing views of private credit
Personal Finance
Mark to market: Opposing views of private credit
Mark answers a question about his views on private credit
Mark LaMonica, CFA | 01 September 2024
Are these two potential bubbles that investors should avoid?
Personal Finance
Are these two potential bubbles that investors should avoid?
The capital cycle teaches us that too much money chasing new investment opportunities leads to bad outcomes for investors. Is AI and private capital...
Mark LaMonica, CFA | 27 August 2024
Private equity bid dramatically undervalues ASX listed share
Stocks
Private equity bid dramatically undervalues ASX listed share
We believe the bid is an attempt to capitalise on share price weakness. 
11 June 2024
Any benefit from acquisition of ASX listed company’s business units?
Stocks
Any benefit from acquisition of ASX listed company’s business units?
Private equity strikes again but it is difficult to conclude if shareholders are winners from the deal.
Shaun Ler | 08 May 2024
TPG share price jumps but value remains
Stocks
TPG share price jumps but value remains
Vocus Group’s bid for TPG’s fixed assets is indicative of the value within the telecom.  
02 August 2023