{"id":19314,"date":"2026-02-09T08:25:37","date_gmt":"2026-02-09T08:25:37","guid":{"rendered":"https:\/\/assetphysics.com\/?p=19314"},"modified":"2026-02-10T11:37:52","modified_gmt":"2026-02-10T11:37:52","slug":"podcast-private-markets-carving-a-path","status":"publish","type":"post","link":"https:\/\/assetphysics.com\/de\/podcast-private-markets-carving-a-path\/","title":{"rendered":"Podcast: Private markets \u2013 Carving a path"},"content":{"rendered":"\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\t\t\t\t<h2 class=\"snk-section-headline\">By Miriam Uebel &#038; L&#038;G\u2019s Asset Management business<\/h2>\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3>What do the next 12 months have in store for private markets? That\u2019s the question our panel aims to answer on this week\u2019s podcast. <\/h3>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Discussion focused on what influenced private markets in 2025 and what key themes we see emerging with 2026 already well under way. We also looked at specific sectors in more detail, delving into real estate, digital infrastructure and private credit.<\/p>\n<p>On our panel:<\/p>\n<ul>\n<li><strong>Rob Martin, Global Head of Research and Investment Strategy<\/strong><\/li>\n<li><strong>Bill Page, Head of Real Estate Research<\/strong><\/li>\n<li><strong>Dr. James Tyrrell, Research Analyst<\/strong><\/li>\n<li><strong>Lushan Sun, Head of Cross-Asset Research<\/strong><\/li>\n<\/ul>\n<p>You can listen on\u00a0<a href=\"https:\/\/podcasts.apple.com\/gb\/podcast\/private-markets-carving-a-path\/id1411927844?i=1000748383648\" target=\"_blank\" rel=\"noopener\">Apple<\/a>,\u00a0<a href=\"https:\/\/audioboom.com\/posts\/8857560-private-markets-carving-a-path\" target=\"_blank\" rel=\"noopener\">Audioboom<\/a>\u00a0and\u00a0<a href=\"https:\/\/open.spotify.com\/show\/7uLoifQ5wGgiSJLIailZwt\" target=\"_blank\" rel=\"noopener\">Spotify<\/a>.<\/p>\n<p>This podcast was moderated by Nick Jardine, content manager at L&amp;G, and was recorded on 4 February, 2026.<\/p>\n<p>All data from Cliffwater, Bloomberg, PMA and Preqin as of 2026, unless otherwise stated.<\/p>\n<p><strong>Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass. It should be noted that diversification is no guarantee against a loss in a declining market.\u00a0<\/strong><\/p>\n<p><strong>Disclaimer:<\/strong>\u00a0Views in this blog do not promote, and are not directly connected to any L&amp;G product or service. Views are from a range of L&amp;G investment professionals, may be specific to an author\u2019s particular investment region or desk, and do not necessarily reflect the views of L&amp;G. For investment professionals only.<\/p>\n<p>&nbsp;<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"snk-btn-link\" href=\"https:\/\/blog.landg.com\/categories\/investment-strategy\/podcast-private-markets--carving-a-path\/\" target=\"_blank\" rel=\"noopener\"><span>Link zum L&amp;G Podcast<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_noPadding\">\n\t\t<div class=\"container container-xs\">\n\t\t\t<div class=\"snk-media snk-media_video\">\n\n\t\t\t\t\t\t\t\t\t<div class=\"snk-media-embed\"><iframe title=\"Spotify Embed: 405: Do charities suffer from money illusion?\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/show\/7uLoifQ5wGgiSJLIailZwt?utm_source=oembed\"><\/iframe><\/div>\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t<\/section>\n\t","protected":false},"excerpt":{"rendered":"<p>What do the next 12 months have in store for private markets? That\u2019s the question our panel aims to answer on this week\u2019s podcast.<\/p>\n","protected":false},"author":100,"featured_media":19317,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_co_authors":[],"footnotes":""},"categories":[8,24,16,10],"tags":[],"type_content":[659,30],"class_list":["post-19314","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-infrastructure","category-markets","category-private-debt","category-real-estate","type_content-analysis","type_content-podcast"],"acf":{"homepage_featured_article":false},"_links":{"self":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/19314","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/users\/100"}],"replies":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/comments?post=19314"}],"version-history":[{"count":12,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/19314\/revisions"}],"predecessor-version":[{"id":20930,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/19314\/revisions\/20930"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media\/19317"}],"wp:attachment":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media?parent=19314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/categories?post=19314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/tags?post=19314"},{"taxonomy":"type_content","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/type_content?post=19314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}