Private Equity Bros Weekly

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📊 Weekly Summary

A quick look at the week’s most important financial news:

Fed officials struck a cautious tone on rate cuts. Corporate stress continued to build, with US bankruptcies on track to hit a 15-year high. Investors also shifted sharply across asset classes: Asian equities saw $10B in outflows as the AI rally lost momentum, while China’s covert gold buying helped fuel a record surge in the precious metal.

In markets and alternatives, BlackRock and Morgan Stanley accelerated their push into hedge-fund-style strategies, and major hedge fund firms continued expanding into private credit and PE. Calpers doubled down on private equity to boost long-term returns. Meanwhile, Michael Burry announced he will close his hedge fund.

Let’s dive in.

📈 Recent Finance News

Fed officials signal caution on rate cuts: Policymakers want more data before easing, tempering expectations for near-term moves (Equiti)

US corporate bankruptcies set to hit 15-year high: Rising rates and tighter liquidity pressure weaker balance sheets (Reuters)

BlackRock moves to take on hedge fund giants: World’s largest asset manager expands into multi-strategy alternatives (HedgeCo)

China’s secretive gold buying fuels record rally: The country’s unreported gold purchases could be more than 10 times its official figures (BT)

Morgan Stanley doubles down on liquid alternatives: The firm positions hedge-fund-style strategies as core diversification tools (HedgeCo)

‘Big Short’ investor Michael Burry to close hedge fund: End of an era for one of the financial crisis’s most famous traders (CNBC)

$600B Calpers doubles down on private equity: The largest US pension turns to PE to boost long-term returns (SF)

Hedge fund giants are pushing into private markets: Major firms expand in private credit and PE to capture new fee pools (G&M)

US insurers binge on private credit: Yield hunt drives a rapid shift into riskier, less liquid assets (MSN)

Asian stocks see $10B outflow as AI rally stalls: Foreign selling accelerates amid concerns over stretched valuations (CR)

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🔍 Newly Released Reports

• What to Expect from Private Equity in Europe in 2026 (R&G)

• Activism Readiness: A Playbook for Boards (WLRK)

• European Deeptech Fundraising Q3-25 (Omnes)

• Europe Real Estate Debt Market Update (DWS)

• Roadmap for M&A in Latin America (KPMG)

• Defense & Government M&A Update (RJ)

• Tokenization of Financial Assets (IOSCO)

• Direct Lending Outlook (Fidelity)

• Global Markets Outlook (Allianz)

• Private Markets Guide 2025 (PA)

• Credit Snapshot Q3-25 (CVC)

• Swedish M&A Update (EY)

• 2025 M&A Report (BCG)

🤝 M&A Activity

BlackRock’s GIP near deal for 50% of ACS Digital & Energy unit (YF)
Deal Value: $26.8B

Parker-Hannifin to buy Filtration Group from Madison Industries (Inv.)
Deal Value: $9.3B

Norway’s Public Property Invest to buy 700+ SBB properties (SH)
Deal Value: $3.4B

ABN Amro agrees to acquire NIBC Bank from Blackstone (FST)
Deal Value: $1.1B

Macquarie-led investor group to buy Potters Industries (PEI)
Deal Value: $1.1B

Clearlake to buy Pathway Capital Management, doubling AUM to $185B (PEI)
Deal Value: $1B

Morgan Stanley and GS acquire US student housing portfolio (MSN)
Deal Value: $1B

Grab–GoTo to combine in a major Southeast Asia super-app merger (Reuters)
Deal Value: Undisclosed

Teck merges with Anglo American in massive mining consolidation (Saxo)
Deal Value: Undisclosed

Pfizer acquires weight-loss drug developer Metsera (BW)
Deal Value: Undisclosed

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