Dakota Research Podcast
The Dakota Research Podcast delivers the most relevant updates and expert commentary on the private fund industry, straight from our in house Research Team. Whether you’re an allocator, consultant, or fund manager, Dakota Research Podcast equips you with the knowledge you need to navigate private markets with confidence and make smarter decisions.
Dakota Research Podcast
Investing in Europe – Energy, Defense & Digital Infrastructure in a Fragmented Market
In Episode 19 of the Dakota Research Podcast, we explore why Europe is becoming a strategic destination for private market investors. Amid fragmented markets and favorable valuations, institutional capital is surging into sectors like energy transition, defense, and digital infrastructure. We break down the policy tailwinds—including the EU Green Deal, industrial reshoring, and defense modernization—driving this momentum.
From hydrogen and battery storage to dual-use AI and semiconductors, Europe’s capital formation is accelerating. We also cover M&A, private credit growth, and fund launches from firms like EQT, Ardian, CVC, Partners Group, and Ares. With geopolitical shifts and new regulatory frameworks at play, LPs are deploying capital across borders to capture long-term value.
Whether you’re tracking real assets, tech innovation, or sustainability-linked strategies, this episode highlights the megatrends—and inefficiencies—shaping Europe’s private market landscape in 2025.
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