We curate most relevant posts about Strategy, M&A & Investments on LinkedIn and regularly share key takeaways. This edition gives a comprehensive summary of the SuperReturn International 2026 conference in Berlin, an event that gathered thousands of global private capital leaders representing $50 trillion in assets. The source highlights an industry-wide shift from speculative storytelling to a strict focus on tangible returns and liquidity, frequently noted through the phrase "DPI is the new IRR." Key discussions focused on the economic realities of AI, the stabilisation of software valuations, and the increasing importance of private credit as a foundational asset class. Beyond finance, the text outlines how geopolitical volatility and defence requirements have become central to investment strategies, moving from background concerns to core components of the investment thesis. It also addresses significant trends in secondaries and operational value creation as traditional exit routes remain constrained. Finally, the report touches upon the evolving landscape of diversity within the sector and the practicalities of networking during this massive industry gathering. This podcast was created via Google NotebookLM.

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