Weekly Research Briefing: Out of the Sandbox

October 06, 2026
  • SHARE

While I am not writing a Weekly Research Briefing this week, I did want to pass along this insightful discussion that I just listened to on the plane. Lots of great insight into the current state of the private markets as well as good detail into how we help our clients and investors navigate the very big world of private investing.

Erik Hirsch was in New York this month and sat down with Michael Batnick, host of The Compound and Friends podcast for a wide-ranging conversation about the state of private markets, misconceptions about the industry, the importance of portfolio construction, and much more.


EH Youtube

YouTube


Learn more about the Hamilton Lane Strategies

Learn more




DISCLOSURES

The information presented here is for informational purposes only, and this document is not to be construed as an offer to sell, or the solicitation of an offer to buy, securities. Some investments are not suitable for all investors, and there can be no assurance that any investment strategy will be successful. The hyperlinks included in this message provide direct access to other Internet resources, including Web sites. While we believe this information to be from reliable sources, Hamilton Lane is not responsible for the accuracy or content of information contained in these sites. Although we make every effort to ensure these links are accurate, up to date and relevant, we cannot take responsibility for pages maintained by external providers. The views expressed by these external providers on their own Web pages or on external sites they link to are not necessarily those of Hamilton Lane.

Recent Content

News

Hamilton Lane Strengthens Global Infrastructure Team with Three Senior Appointments Amid Continued Platform Growth

Hamilton Lane announced the expansion of its Infrastructure and Real Assets Investment team, with the appointment of new senior team members based in North America and Europe.

Read the Press Release
Insights

Weekly Research Briefing: Bluebonnets in November

Bluebonnets are typically an April event in Texas, but last week the official state flower's color made a rare appearance across statewide ballots. While I knew several Texas Republicans who were unhappy with their midterm election choices, I had not talked to one who expected a complete rejection of the party. Immigration, food and energy prices, AI data centers and distrust in current leadership drove TX voters to the polls across the state.

View the Education
Insights

Weekly Research Briefing: Well Below The Rim

If you attended last week's AI pre-Halloween party, you would have noticed that the punch bowl in the room was either three-quarters empty or one-quarter full. After last week's great earnings report from SK Hynix, the positive update from Oracle's analyst day, and the filing of Anthropic's S-1, a fresh punch bowl of festive drink should have appeared. Instead, investors increasingly turned their attention toward the ROIs of AI as the biggest hyperscalers reported their earnings.

View the Education