Core Viewpoint - The executive order signed by President Trump in August 2025 allows 401(k) account holders to invest in private equity assets, expanding investment options for American workers [1][2]. Group 1: Implications for 401(k) Account Holders - Traditionally, 401(k) plans have offered publicly traded mutual funds, providing transparency in pricing and fees, and allowing easy movement of funds [4]. - Private equity investments differ significantly, involving long-term commitments where funds may be locked for years, complicating access to returns [5]. Group 2: Support and Criticism - Supporters argue that economic growth is increasingly occurring in private markets, with estimates suggesting that adding private assets could enhance long-term returns by approximately 0.50% annually, leading to about 15% more savings over a 40-year career [6]. - Critics highlight the complexity of private equity funds, emphasizing the need for significant expertise and resources for due diligence, which most individual savers and plan committees may lack [7].

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Economic Growth and Inflation - U.S. economic growth slowed more than expected in the fourth quarter, with GDP increasing at a 1.4% annualized rate compared to a forecast of 3.0% [2][10] - Underlying U.S. inflation increased more than anticipated in December, indicating further acceleration in January, leading traders to expect a potential interest-rate cut by the Fed in June [3][11] Stock Market Performance - The main U.S. stock indexes declined, with the Dow Jones Industrial Average falling 105.01 points (0.21%), the S&P 500 losing 16.50 points (0.24%), and the Nasdaq Composite dropping 66.81 points (0.29%) [11] - Eight of the 11 S&P sectors declined, particularly information technology and consumer discretionary, with major stocks like Tesla and Nvidia trading lower [8][11] Private Equity and Technology Sector - Private capital firm Blue Owl Capital experienced a significant drop of 6.5% after a previous decline of 5.9%, due to investor concerns over its strategy to return capital and halt redemptions [8][11] - Other private equity firms, including KKR & Co and Apollo Global Management, also saw declines of around 1% each [9][11] - Technology stocks faced pressure from concerns over high valuations and the effectiveness of AI investments, with companies like Akamai Technologies and Copart reporting significant losses [9][11]

Market Overview - Markets opened cautiously on February 20, with benchmark indices trading in a narrow range after a significant sell-off that resulted in a loss of nearly ₹6.79 lakh crore in market capitalization [1] - The Sensex opened at 82,272.49 and was trading at 82,591.30, up ₹93.16 or 0.11% [2] - The Nifty 50 opened around 25,400 and was trading at 25,503.60, up 49.25 points or 0.19% [2] Sector Performance - The sell-off on Thursday was broad-based, with reality and media indices losing nearly 2% each, marking the steepest sectoral declines [2] - Banking, auto, FMCG, metals, and aviation stocks were also significantly impacted [3] - Information technology stocks continued to drag the market, with Tech Mahindra falling 1.39% and Infosys dropping 1.34% [11] Investor Activity - Both foreign institutional investors (FIIs) and domestic institutional investors (DIIs) turned net sellers, offloading ₹459.90 crore and ₹1,082.15 crore, respectively, in the cash market [3] - Analysts suggest that investors optimistic about a potential deal can use the current market weakness to buy fairly valued high-quality stocks in various sectors [12] Geopolitical Influences - The primary trigger for the risk-off mood was escalating US–Iran geopolitical tensions, with President Trump warning of potential consequences if a deal is not reached [4] - Crude oil prices surged above $66 per barrel, climbing more than 7% over two days due to concerns over potential disruptions in the Strait of Hormuz [4] Global Market Impact - Wall Street closed lower, with the Dow Jones falling 267 points, the Nasdaq down 70 points, and the S&P 500 dipping 19 points [5] - The US Dollar Index rose to near 97.80, impacting emerging market assets, while gold remained above $5,000 per troy ounce due to safe-haven demand [9] Technical Analysis - The Nifty has slipped below its 20-, 50-, and 100-day exponential moving averages, indicating a bearish trend [12] - Immediate support for the Nifty lies at 25,400–25,300, with resistance at 25,600 [12] - The Bank Nifty is hovering above the crucial support zone of 60,500–60,300, with a breach below this level potentially dragging the index toward 60,000–59,800 [12]

The Epstein files detail private equity tycoon Leon Black’s massive, multi-billion-dollar art collection—and how he leveraged it to grow his wealth.Read more: https://t.co/meOGrFwUNH https://t.co/FMD1Cse1bb ...

Can you think of an industry more reviled than private equity? On our “Money Talks” podcast this week we explain why we think it gets a bad rap https://t.co/7leD8Ybhes ...

Core Insights - The U.S. is the largest private wealth market globally, prompting significant investment from firms like EQT, which began this process three years ago [1] - The private wealth channel has become a crucial source for capital raising in private markets over the last five to ten years, with many firms actively participating [2] Company Strategy - EQT acquired Coller Capital, a U.K.-based firm with approximately $50 billion in AUM, to access secondaries strategies, particularly in private credit, which is seen as an attractive opportunity [3][20] - EQT has over $319 billion in total AUM and aims to grow its private wealth division from 9-10% of managed capital to 20-25% globally in the next three to five years [4][7] - The firm offers a mix of traditional drawdown structure products and evergreen strategies in private equity, infrastructure, and real estate for U.S. investors [8][9] Market Positioning - EQT is recognized as the second-largest private equity firm globally, with a significant portion of its assets invested outside the U.S., which provides a diversification advantage [10][15] - The firm is focused on ultra-high-net-worth and mass affluent investors, indicating a broad target market within private wealth [5] Investment Vehicles - EQT's U.S. evergreen strategies include private equity and infrastructure in Opco structures, and a non-traded REIT for real estate [9] - The firm emphasizes that all investors, whether in evergreen or drawdown structures, have access to the same quality of investments, countering concerns about investment quality disparities [25] Distribution and Education - EQT collaborates with large distribution partners, wirehouses, and private banks, and utilizes platforms like CAIS and iCapital to reach a wider network of registered investment advisors (RIAs) [12][13] - The firm has educational initiatives through its ThinQ platform to help advisors understand private equity and infrastructure investments [14] Exit Strategy - EQT has returned $40 billion of capital to investors in the last 12 months, highlighting its ability to provide multiple exit opportunities across global markets [19] - The firm is optimistic about the U.S. market, aiming to double its investments in the region to approximately $250 billion over the next five years [17] Growth Potential - The private equity secondaries market is projected to grow significantly, with 2025 deal volume reaching $226 billion, up 41% from the previous year, indicating a robust growth opportunity for EQT [22] - EQT is currently focused on expanding its presence in private credit through secondaries rather than launching primary private credit strategies [23]

HGGC, the private equity firm co-founded by Hall of Fame quarterback Steve Young, amassed $3.2 billion for its fifth fund, exceeding its initial target despite a muted fundraising environment https://t.co/X4Jpxbr0Uf ...

Private equity firms in Nigeria fear a hike in capital gains tax will halt investment https://t.co/T000E2K4kE ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. For private equity, 2025 was a year of longer hold periods and fewer but bigger deals, and some observers say that may well be a “new normal” for the industry. Last year, total private equity deal value hit $2.6 trillion globally, up 19% over 2024, according to McKinsey & Company’s Global Private Markets 2026 report released last week. That marked the second-highest value o ...