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Q1 2026 Market Outlook

Private Equity Overweight
Venture Capital Neutral
Real Estate Underweight
Infrastructure Overweight
Updated: March 1, 2026 Download Full Report →
Featured Macro Strategy

The European Private Equity Reset: Navigating Valuation Adjustments in 2026

As central banks maintain higher-for-longer rate policies, European PE markets are experiencing fundamental repricing. Our analysis examines entry multiples, debt capacity constraints, and the emerging opportunities in secondary transactions.

15 min read 2,847 views
Read Analysis
14.2x
Average EV/EBITDA Entry Multiple
€42B
Dry Powder (Europe)
18 mo
Avg. Hold Period Extension

Latest Research

Curated intelligence across asset classes and geographies

Venture Capital
Feb 28, 2026 • 8 min read

Deep Tech Investment Surge: European AI Infrastructure Opportunities

Examining the €2.4B deployed into European AI infrastructure in 2025, with focus on compute clusters, edge computing, and sovereign cloud initiatives.

By Dr. Lisa van der Berg Read →
Sustainability
Feb 25, 2026 • 12 min read

SFDR Article 9 Funds: Performance Analysis and Regulatory Evolution

Comparative analysis of dark green fund performance versus conventional strategies, and anticipated regulatory adjustments under the European Commission's 2026 review.

By Mark Janssen, CFA Read →
Real Estate
Feb 22, 2026 • 10 min read

Logistics Real Estate: Last-Mile Infrastructure in Secondary European Markets

Analysis of yield compression in Tier-1 logistics hubs and emerging opportunities in secondary cities driven by e-commerce penetration and supply chain regionalization.

By Sarah Müller Read →
Private Equity
Feb 18, 2026 • 14 min read

Secondaries Market Deep Dive: LP-led vs. GP-led Transaction Structures

Comprehensive analysis of pricing dynamics, discount rates, and structural considerations in the €52B European secondaries market.

By Thomas Bakker Read →
Macro
Feb 15, 2026 • 11 min read

ECB Policy Trajectory: Implications for Private Market Financing Structures

Analyzing the transmission mechanism of monetary policy to private credit markets and optimal financing structure selection in uncertain rate environments.

By Prof. Willem van der Berg Read →
Infrastructure
Feb 12, 2026 • 9 min read

Energy Transition Infrastructure: Grid Modernization Investment Thesis

Assessment of regulatory-driven investment opportunities in European grid infrastructure to accommodate renewable energy integration and electrification trends.

By Elena Rossi Read →

Weekly Market Commentary

Week of February 24, 2026

European Central Bank Holds Rates; Credit Markets Respond

Feb 28

The ECB's decision to maintain the deposit facility rate at 3.25% provided relief to leveraged finance markets, with European HY spreads tightening 15bps. We examine the implications for private credit deployment and refinancing activity in Q2.

Read Full Commentary →
Week of February 17, 2026

M&A Activity Accelerates: Strategic Buyers Return to Market

Feb 21

Corporate M&A volumes in Europe reached €28B this week, the highest weekly total since Q2 2024. Strategic acquirers are leveraging strong balance sheets to pursue take-privates, creating exit opportunities for PE sponsors.

Read Full Commentary →
Week of February 10, 2026

Venture Capital: Late-Stage Valuation Stabilization Observed

Feb 14

After 18 months of downward adjustments, Series C+ valuations show signs of stabilization at 40% discounts to 2021 peaks. We analyze the reset in growth equity expectations and implications for fund deployment pacing.

Read Full Commentary →

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Private Market Data Center

Real-time benchmarks and performance metrics

€2.4B
Total AUM
+18% YoY
14.2%
Net IRR (5Y)
Top Quartile
1.4x
MOIC (Realized)
Gross Multiple
32
Active Portfolio
Companies

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