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Side Letter: Riders on the Storm

PE International •
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In today's edition, failure to prepare is preparing to fail, LP heavyweights warn. Wealthy individuals are acquiring a taste for co-investments, and climate risk could soon hit asset prices.

At the Milken Institute's Asia Summit 2026 in Singapore, some of the world's largest investors made the case for leaning into the storm rather than ducking for cover. Temasek's chief investment officer, Rohit Sipahimalani, acknowledged that investors face persistent uncertainty across several fronts, including AI, climate change, inflation, geopolitics and debt sustainability.

The remarks came alongside a broader message from the summit that staying invested through volatility requires discipline rather than retreat. Sovereign and institutional investors such as Temasek and Mubadala have positioned their strategies around that principle, treating market noise as a condition to be managed rather than a reason to step aside.

Full analysis of these themes is available to registered readers of PE International, which covers the latest developments in private equity, limited partner strategy and co-investment trends.

Source: PE International · Summarized by HeadlinesBriefing