In this special episode of Balentic Edge, Kasper Wichmann is joined by Alex, Balentic’s in-house private markets expert, to unpack what leading 2026 outlooks are really telling us.

They explore liquidity as a strategic constraint, the rise of operational value creation, growing dispersion between managers, and why AI’s real opportunity lies in infrastructure rather than software narratives.

A must-listen for LPs, GPs, and allocators preparing for a structurally different private markets environment.

Disclaimer:
The views are those of the host and guests and are provided for informational purposes only. They do not represent the views of any employer or affiliated entity. Nothing herein constitutes investment, legal, tax, or business advice, or an offer, solicitation, or recommendation to buy or sell any security. References to funds or companies are illustrative only. Please consult your own advisers before making decisions.