The New Oil Barons: How AI Is Rebuilding Global Power from the Server Up
AI is the new oil. From sovereign data centers to chip diplomacy, a new era of power is taking shape, built not on barrels, but on bytes and compute.
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Market Insights
56 posts
In-depth analyses of market trends and regulatory changes shaping the private investment landscape globally.
When the Smart Money Sells: What Yale’s $6B Private Equity Exit Signals for the Secondaries Market
Yale's $6B private equity sale signals a shift in risk management for long-term investors, emphasizing strategic liquidity and portfolio rebalancing in response to evolving market conditions.
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 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.
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.
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.
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.
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.
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.