AI, Defense, and a New Private Markets Playbook with Ash Lawrence

The Insight is Capital™ Podcast · Feb 4, 2026 · 42m

Private markets are quietly being rewritten in real time—and in this conversation, Ash Lawrence explains why AI, private credit, and defence could define who wins and who gets left behind in 2026. In this episode of Insight is Capital, host Pierre Daillie sits down with Ash Lawrence, Head of AGF Capital Partners, to unpack AGF Capital Partners’ 2026 - The Annual - Private Markets Outlook. Against a backdrop of geopolitical volatility, AI acceleration, shifting credit dynamics, and renewed defence spending, Lawrence lays out five structural themes reshaping private equity, private credit, and…