/Insights/JANA Podcast: Private Equity, Exit Challenges and the Next Wave of IPOs
Insights & Perspectives

JANA Podcast: Private Equity, Exit Challenges and the Next Wave of IPOs

Topics covered include:
  • How private equity managers are adapting to a challenging exit environment
  • The investment implications of companies staying private for longer
  • Why AI-driven businesses are attracting significant investor interest
  • Opportunities emerging across buyouts, secondaries and growth equity sectors
14 Sep 2026   |   Private equity
by Matthew Moon
by Christopher Beattie
Exit markets remain difficult, yet some of the world’s most sought-after companies are still being built in private markets. Where should investors be looking today?
In this episode, Chris Beattie speaks with Matthew Moon about the opportunities emerging across private equity as companies stay private for longer and investors seek exposure to the next generation of industry leaders.
From the growing role of secondaries to the rise of AI-native businesses such as OpenAI and Anthropic, Matt explores where value is being created, where market dislocations are appearing, and how investors can navigate an evolving private market landscape.
Topics covered include:
  • How private equity managers are adapting to a challenging exit environment
  • The investment implications of companies staying private for longer
  • Why AI-driven businesses are attracting significant investor interest
  • Opportunities emerging across buyouts, secondaries and growth equity sectors

Click here to listen on Spotify.

Important information

This podcast is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (‘JANA’). It is intended for use only by a ‘wholesale client’ (as defined in the Corporations Act).

Where JANA relies on third parties to provide information used in this recording, JANA its directors and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information.

Any past performance noted in the recording is not indicative of future performance.

JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.