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Sector faces increasing concentration
Friday Briefing
Replaces Jim Sutcliffe
Separating signal from static
'Defensive necessity'
1,578 new funds in 2025
Looking at the past 30 years of private markets
'Quietly outperforming since 2020'
Reducing exposure
After 17-years at Colombia Threadneedle
18 September 2026
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4 min read
