Summer 25 Solstice Report
The Summer Solstice Report is the second edition of Clockwork’s biannual, high-signal briefing for asset owners, institutional investors, family offices, and private capital allocators.
Browsing Category
Macroeconomy & Policy
41 posts
Analysis of economic trends, monetary policy, and regulation shaping investor decisions across private and public markets.
South vs. North: Why Mexico Still Wins the Nearshoring Battle
Mexico outperforms Canada in nearshoring due to its cost competitiveness, skilled labor, and superior logistics. This momentum is attracting significant foreign investment amidst evolving geopolitical landscapes.
The U.S.–China Trade War, Replayed
The 2025 U.S.-China trade conflict mirrors the 2018 crisis, focusing on high-tech sectors. Global supply chains are shifting, and investment strategies must adapt to geopolitical nuances and structural changes.
The Hidden Engine of Clean Energy: How Tax Equity Is Powering the Next Era of Renewables
Neil Winward, CEO at Dakota Ridge Capital on tax equity, how it’s changing, and why now may be the most important time yet for investors to pay attention.
Tariffs, Growth, and Inflation: A 100-Year Cycle Playing Out Again?
The impact of past protectionist policies, particularly the Smoot-Hawley tariff, on economic growth and global trade, offering lessons for today's investors navigating current economic challenges.
How Will the Federal Reserve’s Rate Cuts Affect Your Private Investment Strategy?
Federal Reserve rate cuts reshape private investment strategies, creating opportunities in private equity, real estate, and alternative assets while lowering borrowing costs and boosting cash flow for portfolio companies.
US Funds Entering Europe: Understanding General Solicitation Regulations
Navigate EU pre-marketing regulations: key differences, compliance tips, and strategic insights for U.S. fund managers targeting European investors under AIFMD. Ensure regulatory compliance and successful cross-border fundraising.
How to Better Attract LatAm Investor Capital
Learn how to attract Latin American investor capital by understanding the region’s unique market, leveraging local connections, and navigating regulatory nuances to appeal to high-net-worth individuals and family offices.
Avoiding General Solicitation: Strategies for SEC Compliance
Strategically adhering to SEC rules on general solicitation is crucial for startups and funds. Key strategies include verifying accredited investors, restricting communications, and meticulously reviewing marketing materials to avoid penalties.
What the SEC’s PFAR Ruling Means for Investors and Private Funds
The Fifth Circuit's decision to vacate the SEC's PFAR removes key compliance requirements, increasing flexibility for private fund advisers while introducing uncertainty for investors about future SEC regulatory actions.