
Why private equity investors aren’t panicking about AI
From Equity Mates Investing Podcast
Published 5/21/2026

From Equity Mates Investing Podcast
Published 5/21/2026
AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equity is assessing AI risk, why boring businesses can be beautiful, and how Australian investors can access small private companies globally.In this…