Private Equity Bros Weekly

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📊 Weekly Summary

Hi there,

I hope you had a great Christmas and New Year’s Eve. Over here, I kept working to pull together the most relevant updates for you!

As expected, activity has been light over the past couple of weeks, but here’s a quick snapshot of the biggest developments in global finance this week:

Bridgewater’s flagship Pure Alpha fund surged 33% in 2025, while publicly listed private credit BDCs endured their worst year since 2020. In 2025, PE firms increasingly turned to selling assets to their own vehicles at a record pace. AI continued to reshape dealmaking, and chipmakers prepare for even stronger demand in 2026.

Let’s dive in.

📈 Recent Finance News

Bridgewater’s flagship Pure Alpha surges 33% in 2025: The hedge fund delivered one of its strongest years ever, outperforming major peers (RT)

Private credit BDC stocks face worst year since 2020: Rising defaults and narrowing spreads weigh on publicly listed private credit vehicles (PEI)

PE firms sold assets to themselves at a record rate in 2025: A controversial tactic to hold on to assets as managers struggled to find buyers (CAM)

AI has fueled $70B in data-center M&A talks this year: Infrastructure demand accelerates consolidation across real estate and private equity (YF)

Singapore Q4 GDP jumped 5.7%, powering 2025 growth: The economy topped expectations on manufacturing, electronics and AI-linked demand (CNBC)

China’s reawakening boosts Asia M&A optimism for 2026: Improving growth signals revive cross-border deal expectations (BT)

FTSE 100 breaks 10,000 mark, capping stellar year for UK market: Blue-chip share index has risen by more than 20% over the past year (Guardian)

Tesla vehicle deliveries fell for a second straight year: Weaker deliveries and earnings miss forecasts, tempering optimism around EV growth (YF)

Europe’s defense giants to return $5B to shareholders: Higher spending outlook supports dividends and buybacks (Harici)

AI chip makers are bracing for an even bigger 2026: Strong hyperscaler demand underpins long-term growth outlook (YF)

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🔍 Newly Released Reports

• 2026 Outlook: Ride the Power Race and Supply Waves (GS)

• Pricing Liquidity on Demand for Uncalled Capital (SSRN)

• Consumer and Retail Trends in South America (KPMG)

• India’s Private Credit: A New Engine of Yield (Aranca)

• The Evolution of GP Financing Solutions (Dawson)

• The Swedish Tech Industry in 2025 (TechSverige)

• Cyber Resilience in Life Science M&A (KPMG)

• 2026 US Private Equity Outlook (Pitchbook)

• Why is Private Lending so Popular? (SSRN)

• Japan Macro and Rates Outlook (ING)

• Global Markets Outlook (Scotiabank)

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🤝 M&A Activity

Nvidia will buy AI chip startup Groq’s assets and executive team (CNBC)
Deal Value: $20B

SoftBank to acquire digital infrastructure PE firm DigitalBridge (Guardian)
Deal Value: $4B

Nvidia in advanced talks to buy Israeli AI startup AI21 Labs (TOI)
Potential Deal Value: $3B

KKR- and PAG-led consortium to acquire Sapporo Holdings’ RE unit (PAG)
Deal Value: $3B

Honda to buy out LG Energy Solution’s assets in Ohio battery JV (YF)
Deal Value: $2.9B

Sanofi to acquire biotech company Dynavax Technologies (Sanofi)
Deal Value: $2.2B

Meta to acquire agentic AI startup Manus (CBC)
Deal Value: $2B

Blackstone to acquire Hamilton Island resort in Australia (Blackstone)
Deal Value: $1.2B

Citigroup to sell Russian unit AO Citibank to Renaissance Capital (EN)
Deal Value: $1.2B

Jiangxi Copper to acquire Australian miner SolGold (RT)
Deal Value: $1.1B

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