EQT Group

The electrical rebuild: modernizing grids to meet soaring energy demand. The digital buildout: expanding data centers, fiber, and cell towers, the backbone of the AI era. In a recent interview with Morgan Stanley, Alexander Greenbaum, Head of Active Core Infrastructure, described this “dual expansion” as one of the largest investment waves since post–World War II reconstruction. Inflation resilience, thematic focus, and long-term stability are central to our approach favoring businesses that keep the world running, no matter the cycle. As Greenbaum put it: “The best core infrastructure assets are those that perform well through crises.”

Staying relevant means evolving together. The private wealth industry is moving at such a pace that Peter Beske Nielsen believes developments in the first inning of the private wealth channel could already be coming “obsolete”. Peter points to co-creation with your distribution partners as the possible solution, saying it's crucial to what we do. 

In our recently released third-quarter report, CEO Per Franzen outlined our strategy for delivering on our key priorities and underscored how our global platform is positioned to meet clients’ growing demand for diversification. Read more from Per below

A look behind the scenes at our recent AI Summit, which brought together tech leaders from across our global portfolio for two days focused on accelerating AI adoption and improving software development efficiency. The agenda featured keynotes, panels, and practical use cases, with external speakers with experience from companies such as Anthropic, Perplexity, GitHub, and Google DeepMind sharing their perspectives on AI implementation and innovation. Learn more about our approach to AI in a recent ThinQ piece https://lnkd.in/e_6YuFXz

From renewed momentum in Europe to continued strength in the US and demographic tailwinds in Asia, our global diversification and local depth position us to capture opportunity across markets. CEO Per Franzen joined Bloomberg TV’s Dani Burger ahead of our Americas Investor Day in New York to discuss the global investment landscape and our long-term positioning. Watch the full interview to hear Per’s take on what sets us apart, and why being truly local matters in a global world.

“The race is on to win the wealth channel,” says Partner Peter Aliprantis, reflecting on how the space has evolved, from a handful of early players to a market where everyone wants in. Could the real differentiator now be being global? Check out the full interview https://bit.ly/43rkVCw

Today, as we welcome our clients to our annual Americas Investor Day in New York, we are reflecting on another big year for our US platform.  Since establishing our North American presence in 2008, we have built a strong foundation across private capital, infrastructure and real estate, with more than 450 employees, 70 portfolio companies, and over 1,300 real estate properties spanning 315 million square feet. Explore perspectives from some of our U.S.-based experts in private wealth, infrastructure, and more below.

We often say we’re “one of the largest firms you don’t know.” Last week at the Forbes | SHOOK Top Advisor Summit, Jean Salata, Chairperson of EQT Asia, spoke about why that’s changing and how private markets around the world could be unlocking growth where public markets can’t. In regions like Asia, where 85% of companies remain private yet drive much of global growth, investors are finding stability and diversification, with the right local partner. 

After years of slow growth, could Europe be turning a corner? As policymakers work to attract investment and streamline regulation, fresh momentum is building across key industries from energy and infrastructure to tech and manufacturing. Read more about the key highlights from the quarter here: https://lnkd.in/eTviNuQn

Last week, our CEO Per Franzen spoke at FT’s first-ever Private Capital Summit, joining a fireside chat with CVC CEO Rob Lucas on “The evolution of Europe’s private capital giants.” Some of the key takeaways from the event: Europe could be key to global alpha – proven track records and deep local networks create real advantage in a fragmented, complex market. Winning in the next cycle? – only a handful globally diversified firms will capture the next wave of capital. We are working to build for that future. Simplicity at scale – While we have grown significantly in recent years our ethos remains much the same: Simplicity, At Scale. We aim to retain an asset-light business model, focusing on excellence in dealmaking, value-creation and being the best counterparty for clients. Thank you to Alexandra Heal for hosting a fantastic conversation and to the FT Live and Latham & Watkins for inviting us.