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Private Equity Bros Weekly
Private Equity Bro
January 24, 2026
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📊 Weekly Summary
Hi there,
Here is a concise view of the week’s most relevant developments in finance:
Hedge funds pulled in $116B of net inflows, pushing industry assets above $5T, while global fund managers are the most bullish since July 2021. Investors are rotating away from US concentration, with BlackRock’s EM ETF heading for record monthly inflows, and Bridgewater turning bullish on China equities.
Rates and credit sent mixed signals. Japan’s bond selloff was amplified by thin liquidity, while India’s US Treasury holdings fell to a five-year low at $174B. In private markets, healthcare borrowers are leaning on private credit for speed and flexibility, while Moody’s projects the market might reach $2T. Secondaries dry powder is set to rise as LPs push harder for liquidity and rebalancing.
Let’s dive in.
📈 Recent Finance News
Hedge funds pull in most capital since 2007 as assets top $5T: Investors added $116B in net inflows as returns pushed assets to new industry record (Inv.)
BlackRock’s EM ETF is set for a record monthly inflow: Reallocation toward EM exposure accelerates as investors rotate out of US risk (Inv.)
Japan bond wipeout was triggered by just $280M of trading: Thin liquidity amplified the selloff, a warning signal for global rates markets (AInvest)
India’s holdings of US Treasuries fell to a five-year low: Holdings of long-term US debt have dropped to $174B, down 26% from a 2023 peak (TOI)
Bridgewater turned bullish on China stocks after 45% rally: The world’s largest HF sees policy support and earnings momentum sustaining gains (IL)
Global fund managers are the most bullish since July 2021: Risk appetite rebounds as investors position for growth and easier financial conditions (RT)
Healthcare firms are choosing private credit over banks: Direct lenders continue to gain share as financing terms stay flexible and execution faster (TE)
Activist investors are eyeing more corporate breakups: Conglomerate discounts and underperforming divisions are drawing renewed pressure (RT)
Private credit market set to hit $2T: Moody’s expects continued asset growth as borrowers favor direct lenders and credit performance stabilizes (PB)
Secondaries dry powder is set to rise as LPs pile in: Liquidity demand and portfolio rebalancing are accelerating growth in private market secondaries (SI)
Saudi banks borrow abroad at the fastest pace ever: International funding is surging to support balance sheet growth and regional investment plans (AM)
BofA will award $1B in equity bonuses to non-exec staff: Retention efforts show competition for talent as banks adjust compensation structures (BofA)
Renewable energy overtook fossil fuels in the EU for the first time: Structural shifts in power generation are reshaping long term capital allocation (EN)
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🔍 Newly Released Reports
Fund Finance 2026: NAV & Asset-Based Facilities (L&W)
Personal Finance: Lifecycle Portfolio Framework (SC)
Q1-26 US Mid-Market M&A & Private Credit (bizval)
M&A Markets in 2026: J.P. Morgan’s Review (JPM)
Real Estate Debt: Contrasting Opportunities (NB)
Secondaries: Adjusting to Evolving Trends (UBS)
Global M&A and Private Markets Review (HW)
Goldman Sachs 2026 M&A Outlook (GS)
UK Public M&A Review & Outlook (PW)
Swiss M&A Recap and Outlook (KPMG)
Global Markets: January Update (JPM)
Pharma M&A Outlook (ING)
📈 Some of the tools elite finance professionals rely on:
🤝 M&A Activity
Paramount Skydance extends tender offer for Warner Bros. Discovery (YF)
Potential Deal Value: $108B
ByteDance finalizes US TikTok JV with Oracle, Silver Lake, MGX (PO)
Deal Value: $14B
Deutsche Boerse buys Allfunds to strengthen its fund distribution platform (YF)
Deal Value: $6.2B
Nestlé launches stake sale process for global water business (PEI)
Potential Deal Value: $5.9B
Capital One buys corporate card and spend-management platform Brex (CNBC)
Deal Value: $5.2B
Blackstone weighs sale of Beacon Offshore Energy (Inv.)
Potential Deal Value: $5B
Arise Digital to buy Telenor’s stake in Thai telecom operator True (YF)
Deal Value: $3.9B
Advent prepares sale of Italian confectionery group Irca (PEW)
Potential Deal Value: $3.5B
GSK agrees deal for immunology biotech RAPT Therapeutics (GSK)
Deal Value: $2.2B
Smithfield Foods to buy Nathan’s Famous, adding iconic US brand (YF)
Deal Value: $450M
TDR Capital acquires NCC’s Escode escrow unit (Inv.)
Deal Value: $370M
Energy Fuels to acquire Australian Strategic Materials in all-stock deal (SPG)
Deal Value: $299M
TowerBrook to acquire majority stake in insurance services firm MSA Mizar (TB)
Deal Value: Undisclosed
French telecom giants eye new bid for rival Altice's SFR (RT)
Deal Value: Undisclosed
That wraps up this week’s insights. More coming your way next week.
PE Bro