Hamilton Lane Chart of the Week
A weekly chart from one of the largest private markets databases, on topics like secondaries discounts, PE versus public market valuations, and real estate entry points, each with a short explanation.
Free to read
Hamilton Lane advises on and manages private markets portfolios for large institutions, and its fund database is one of the deepest in the industry. Every Thursday it publishes one chart from that data with a short commentary, often linking to a longer paper. Recent entries compare private equity and public stock P/E ratios, show that secondaries discounts vary widely by asset type, track the growth of private markets NAV, and look at the case for larger private allocations in wealth portfolios.
The format suits a busy reader: one idea, one chart, a few paragraphs and definitions. It works as a running briefing on the issues limited partners are discussing, such as liquidity, secondaries, evergreen funds and AI infrastructure, backed by real fund data, not anecdotes.
Scroll the archive for topics that matter to you and follow the linked papers when a chart raises a question. For the bigger annual picture, Hamilton Lane's Market Overview collects the year's data in one narrative, and the 2025 edition can still be downloaded freely.
Start with
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1
Advisors Are Making Meaningful Allocations: And Still Have Room to Grow
The paper behind the September 2026 chart on sizing private allocations, with a 2000 to 2024 portfolio model.
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2
2025 Market Overview
Hamilton Lane's annual review of private markets, with a downloadable narrative PDF.