Private Markets Outlook for 2026

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Rod Larson, Managing Director, Head of Investment Manager Research & Alternatives North America, BMO Private Wealth, and Arthur Diochon, Director, Head of Private Markets Research, North America, BMO North American Investment Manager Research, to explore the road ahead for private markets in 2026, as part of the ongoing Outlook Series. They examine five powerful themes reshaping the landscape: portfolio exit environments, secondary market dynamics creating new access points for investors, AI's far-reaching implications beyond technology sectors, infrastructure opportunities fueled by data center and energy demands, and evolving performance expectations across the private markets spectrum. The conversation addresses how to navigate these forces while tuning out market noise, with Rod and Arthur providing complementary research and execution perspectives that help investors position portfolios for the opportunities and challenges ahead in an increasingly complex private markets environment.

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Transcript: Beyond the Portfolio Podcast: Private Market Outlook 2026