The Great Wealth Transfer
A overview of the Great Wealth Transfer as $84.4 trillion shifts through 2045, reshaping investor preferences toward alternatives and expanding private markets while public listings decline amid costs and scrutiny.
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Infographics
22 posts
Alternative Investments
Alternatives snapshot: rapid AUM growth, distinct strategy objectives, higher allocations for institutions and endowments, and implied real returns led by private equity versus real estate, private credit, and hedge funds.
Tokenization
Asset tokenization is moving from pilots to mainstream as regulation and infrastructure mature, with real estate and debt leading adoption and market size projected to reach trillions by 2030 globally.
Infrastructure Investment Snapshot
Infrastructure is gaining investor appeal amid a funding gap, digitalization, and decarbonization, with AUM growth outpacing other private assets despite a 2023 fundraising slowdown and deal counts falling across sectors.
Healthtech in VC
Healthtech VC cooled since 2021 yet remains significant. Funding centers on provider workflow tools. Bay Area leads. Exits slowed in 2023, while AI progress supports continued opportunity.
US Real Estate
Real estate provides income and diversification as cap rates stabilize relative to bonds, sector dynamics diverge, and U.S. rental yields and data center demand highlight opportunities across risk, return, geography.
ESG Investing
An investor primer on ESG in private markets covering materiality, integration across PE, VC, and credit, diligence and value creation levers, reporting frameworks, and regulations shaping risk, returns, and exits.
Artificial Intelligence in Venture Capital
How AI reshapes venture capital across sourcing, diligence, and portfolio support. Tools, data advantages, and risks.
Private Credit Trends
Private credit is expanding globally, it has outperformed traditional fixed income, attracts pension funds and family offices, and stays resilient despite fundraising volatility and higher rates.
2023 IPO Market
IPO activity remains subdued after 2022’s freeze, with modest reopening in 2023. Tech and healthcare lead limited deals. Proceeds and counts trail prior years, and post-IPO performance has generally lagged.