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Ivan Vercoutère discusses shifting investor sentiment at IPEM Wealth 2026
Ivan Vercoutère, a Managing Partner at LGT Capital Partners, shared his outlook for the private equity landscape at IPEM Wealth 2026. In a video interview with IPEM TV, he discussed the recent period of subdued private equity performance, noting that three consecutive years of underperformance versus public markets have prompted many investors to question when the asset class will “get its mojo back”.
Ivan highlighted the continued strength in the small- and mid‑market segment, where top managers have delivered resilient returns and distributions. He also pointed to selective opportunities in secondaries, emphasizing the importance of pricing discipline and targeted stock picking.
When discussing the future, he outlined two structural shifts: the rising importance of AI as a driver of operational improvement and the need for strategies with a shorter duration to counterbalance prolonged holding periods.
The full video interview can be found here.
