Thanks to some well timed energy-transition bets, a number of private capital funds are managing to defy the latest wave of headline-grabbing markdowns.
Fund managers at firms including Brookfield Asset Management, Eurazeo SE and Tikehau Capital say they’ve been riding out the panic that’s gripped other corners of the private credit and equity markets. And they’ve been doing it by tapping into assets that address growing energy-security needs, and that aren’t about to be made obsolete by artificial intelligence.
Natalie Adomait, chief operating officer for Brookfield’s energy group, says investors need to be aware of the split ...
