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Market Insights

54 posts

In-depth analyses of market trends and regulatory changes shaping the private investment landscape globally.

4 minute read

Market Insights

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.

June 2, 2025

3 minute read

Market Insights

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.

May 28, 2025

7 minute read

Market Insights

The Exit Is Closed: Why Venture Capital Can’t Cash Out

The U.S. VC market faces a significant exit drought, with startups waiting to go public amidst economic uncertainty, causing a backlog and limited investor returns, but some optimism for recovery exists.

May 20, 2025

4 minute read

Market Insights

Is Private Credit Eating Private Equity’s Lunch? The Fight for Dry Powder

Private equity and private credit are competing for the same capital amid changing market conditions. Allocators prioritize yield and fast deployment, leading to a shift in investment strategies and fundraising dynamics.

May 14, 2025

3 minute read

Market Insights

The Intangible Edge: How Fractional IP Is Unlocking a New Era of Alternatives

Fractional ownership and tokenization are transforming access to intellectual property, enabling investors to diversify portfolios and seek non-correlated returns despite valuation and regulatory challenges in this emerging asset class.

May 6, 2025

5 minute read

Market Insights

The New Frontier: How Fractional Real Estate Is Changing Private Investing

Fractional ownership and semi-liquid funds are transforming real estate investing, enabling broader access, improved liquidity, and diversified portfolio strategies.

April 23, 2025

5 minute read

Market Insights

The New Liquidity Playbook: Balancing Flexibility and Growth in Private Markets

How innovative financial structures like evergreen funds, private asset ETFs, and private credit funds are enhancing liquidity in private markets while supporting long-term growth and investment strategies.

April 14, 2025

5 minute read

Market Insights

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.

April 9, 2025

3 minute read

Market Insights

Investing in Affordability: How Private Capital Can Build a Stronger Future

The U.S. faces an affordable housing crisis, necessitating private capital investment alongside government support. Responsible strategies can yield stable returns while addressing social challenges and revitalizing communities.

March 31, 2025

4 minute read

Market Insights

The $15 Trillion Question: What Happens When Private Markets Go Mainstream?

Private markets are set to exceed $15 trillion, driven by technology, regulation, and investor demand, posing opportunities for innovation but also risks like liquidity challenges and systemic volatility.

March 14, 2025