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Private Equity Bros Weekly
Private Equity Bro
December 13, 2025
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📊 Weekly Summary
A recap from this week’s highlights in global markets and finance:
KKR highlighted a $1 trillion opportunity in Europe’s asset-backed credit boom, while EM private credit hit a record $18B. Biotech hedge funds delivered standout 100% YTD gains. Despite bubble warnings, investors continued pouring capital into AI-linked equities and strategies.
Middle Eastern sovereign wealth funds ramped up regional M&A in 2025, and London’s IPO outlook improved following a Q4 revival. SpaceX’s potential IPO put as much as $3T of future listings in play. Meanwhile, a resurgence of debt-fueled deals signaled strengthening risk appetite across Wall Street.
Let’s dive in.
📈 Recent Finance News
KKR sees $1trn opportunity in European asset-backed credit boom: Structured credit issuance is reviving demand for private lenders (PEI)
Biotech hedge funds notch 100% YTD gains: A sharp sector rebound powers standout performance among specialist funds (II)
Asia stocks see biggest foreign outflows in six years: AI valuation worries trigger rapid selling across key regional markets (RT)
Investors ignore AI bubble fears and keep allocating capital: Institutions continue to funnel money into AI-linked equities and strategies (YF)
Middle Eastern sovereign wealth funds boost regional M&A: Strategic AI, semiconductors and data center deals are among the drivers (A&O)
EM private credit surges to a record $18B: Institutional allocators push deeper into higher-yielding emerging-market lending (FT)
London's IPO outlook brightens after Q4 rebound: Renewed deal flow lifts expectations for UK equity-capital-markets recovery (FN)
SpaceX IPO plan puts $3T of listings on the table: A public debut could trigger a wave of megacap tech-space listings (YF)
Asia’s growing economic power shapes global derivatives markets: Asia’s growing hedging needs are boosting global derivatives activity (OM)
Massive debt-fueled deals return to Wall Street: Sponsors and corporates tap leveraged financing as risk appetite improves (PR)
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🔍 Newly Released Reports
Mortgages, Mobility & Unlocking the American Dream (Citi)
Report on the Performance of PE-Owned Companies (EY)
Vanguard Economic and Market Outlook (Vanguard)
Howard Marks Memo: Is it a Bubble? (Oaktree)
Searching for Value Amid the Euphoria (M&G)
Latest Developments in Private Credit (KPMG)
Overview of the Capital Markets (Merrill)
2026 Mid-Market Report (Baker Tilly)
Investment Trends for 2026 (MSCI)
Rates Outlook for 2026 (ING)
📈 The go-to resource pack trusted by top finance professionals
🤝 M&A Activity
Shareholders of Anglo American and Teck Resources approve merger (YF)
Deal Value: $50B
Sembcorp Industries to acquire Australia’s Alinta Energy (RT)
Deal Value: $4.3B
Apollo explores sale or IPO of Invited (golf & membership clubs operator) (Inv.)
Potential Deal Value: $3B
Apollo & Capital Power to acquire U.S. gas-fired power plants (PEI)
Deal Value: $3B
HSG nearing acquisition of Italian luxury sneaker brand Golden Goose (PEI)
Potential Deal Value: $2.5B
BlackRock’s GIP to acquire 49% of BHP’s Western Australia Iron Ore (BHP)
Deal Value: $2B
Mexican media conglomerate Televisa considers buying AT&T Mexico (M2.0)
Potential Deal Value: $2B
Blackstone buys MacLean Power Systems, merging with Power Grid (BX)
Deal Value: Undisclosed
ADNOC frontrunner to buy Russia’s 55% stake in Serbia’s NIS refinery (SE)
Deal Value: Undisclosed
SoftBank weighs acquisition of Switch (DigitalBridge-backed) (YF)
Deal Value: Undisclosed
General Atlantic & CPPIB to acquire Boats Group from Permira (FP)
Deal Value: Undisclosed
That wraps up this week’s insights. More coming your way next week.
PE Bro