BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
The current geopolitical climate is fuelling uncertainty regarding oil prices, inflation and interest rates. Analysts believe that the Fed and the ECB are keen on a restrictive stance and expect rate to rise by the end of 2026.
Furthermore, the reduced liquidity typical of the summer period with traders heading off on holiday inevitably increases the stock markets’ volatility. In this context minor shifts in the sentiment can have a significant impact.
Paris-listed Eurazeo (+9.5%) posted remarkable 1H26 results as it raised 2.3 billion euros (2.1 billion in 1H25); 40 billion of assets under management (+9% – fee generating resources are worth more than 23 billion; +6%). The firm posted a 13% increase in assets managed on behalf of third parties for a 14% rise in fees and a total of 213 million euros. The asset management’s Ebitda rose by 20% (press release). Furthermore, many traders carried on buy the dip strategies.
In 1Q26, the NAV per share of London-listed 3i Group plc (+6,1%) rose to 3,13 GBPs (+3% from4Q25) in light of an excellent operational performance of grocery chain Action whose turnover and Ebitda rose by 14% from 2Q25 (press release). The company has a 70% weigh on the 3i’s total NAV.
NYSE-listed Brookfield Infrastructure Partners (+4.1%) will merge with Brookfield Infrastructure Corporation and rebrand as Brookfield Infrastructure Partners Inc. This transaction eliminates duplication, given that the two companies are engaged in the same business and makes the share easier to include in a greater number of indices and ETFs, thereby boosting liquidity (press release).
An Underperform report of Bofa Securities impacted on the market capitalization of Nasdaq-listed venture debt firm Runway Growth Finance (-4.9%) whose portfolio has a strong exposure to the AI sector. The current investors’ scepticism for the BDC sector also affected the stock price. In 2026, BDCs debt worth no less than 18 billion US Dollars (2.4 billion in 2023) will come to maturity and expose these firms to a very high risk of refinancing and skyrocketing costs of funding.
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