The Private Equity Europe Forum by Markets Group brought together leading private equity managers, institutional investors and family offices in London to discuss the future of capital allocation across European private markets.

One message stood out clearly: the Transition Economy is becoming a mainstream investment theme. Areas we have focused on for years, including AI for digital infrastructure, energy security, food security and industrial transformation, are increasingly shaping institutional private market strategies and long-term portfolio construction.

The forum provided an excellent opportunity to exchange perspectives with fellow investors, explore emerging private market strategies and strengthen relationships across the international investment ecosystem.