Browsing Category

Market Insights

58 posts

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

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

3 minute read

Market Insights

ILPA’s Updated Reporting Template: Great in theory, but will it be adopted?

ILPA's updated reporting template aims to enhance transparency in private equity. However, doubts remain about its adoption and effectiveness without regulatory changes enforcing standardized practices.

March 10, 2025

4 minute read

Market Insights

How to Leverage Investment Tax Credits to Boost Returns

Investment Tax Credits (ITCs) help reduce tax liabilities while fostering investment in key sectors. They incentivize clean energy and promote innovative projects, increasing returns for investors.

March 5, 2025

3 minute read

Market Insights

2025 What’s Ahead

Private markets face uncertainty in 2025, but alternative investments remain in demand. From private credit to climate tech, niche opportunities abound for investors seeking long-term value amid shifting macro trends.

February 26, 2025

4 minute read

Market Insights

Alternative Liquidity Solutions in a Constrained IPO Market

In a constrained IPO market, M&A, private debt, and continuation vehicles are emerging as vital alternative liquidity solutions, facilitating exits and strategic financing for fund managers through evolving market dynamics.

February 24, 2025

4 minute read

Market Insights

Fusion Energy: The Multi-Trillion Dollar Opportunity

Fusion energy represents a significant opportunity, promising a sustainable, multi-trillion-dollar industry. Breakthroughs and investment from key players drive advancements, though challenges remain before commercialization is achieved by the 2030s.

February 18, 2025

3 minute read

Market Insights

Anticipated IPOs in 2025: Impacts on Private Markets

The 2025 IPO market is poised for significant activity with major tech firms expected to debut. These IPOs could enhance liquidity, set valuation standards, but pose economic risks for investors.

February 4, 2025