Nearly a quarter expect outsized earnings over the next three years. Expect deployments to skyrocket and disposals to follow as valuation gaps narrow and managers start to focus on executing strategic M&A.
Value creation will continue to be high on the Asset Management agenda, driven by investments into digitalisation and AI. Sector CEOs are clear on how AI will create competitive advantages for their funds, their organisations and their portfolio companies. The vast majority are confident they have the skills and capabilities to turn these investments into tangible value uplift. Cyber security will remain a top concern, with AI creating both risks and opportunities.
Maximising value will require Asset Managers and Private Equity leaders to adjust their organisational skills and capabilities. Yet while competition for top talent will remain fierce, CEOs are taking proactive steps to ensure they have the capabilities they need to deliver alpha to their investors. People are being upskilled, workplace models are being updated and new partnerships are being formed to drive AI adoption and retraining.
