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Private Markets & Alternatives

122 posts

Deep dives into private equity, venture capital, credit, and alternative assets with strategies for navigating illiquid markets.

1 minute read

ABF, Private Credit and what it means for investors

Asset-Based Finance is emerging as private credit’s next growth engine, offering investors diversification, downside protection, and a complexity premium across consumer, commercial, and real asset categories.

August 26, 2025

4 minute read

August Private Market Intelligence

Private credit benefits from a tax rule change boosting deductibility, while banks reclaim market share with tightening spreads. Fintech shifts focus to profitable, scalable businesses.

August 5, 2025

4 minute read

Opening the Gates: What the Equal Opportunity for All Investors Act Could Mean for Private Markets

The Equal Opportunity for All Investors Act aims to redefine "accredited investor" by introducing a financial knowledge exam, enhancing access to private markets for financially literate individuals.

August 4, 2025

3 minute read

The World Is Flat, and So Is the Future of VC

Innovation is decentralizing, enabling startups to thrive outside traditional hubs like Silicon Valley. Emerging regions attract talent and investment through supportive policies, fostering diverse and profitable ecosystems.

July 15, 2025

1 minute read

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.

June 20, 2025

4 minute read

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.

June 17, 2025

1 minute read

Chasing Liquidity

Secondaries surged to $152 billion in 2024 as LPs seek liquidity and GP-led deals approach parity. Pricing improved in buyout and infrastructure while venture stayed volatile. Mega managers amassed funds.

June 14, 2025

3 minute read

NAV-Based Credit Facilities: Liquidity Without the Exit

NAV-based credit facilities provide private market funds liquidity by allowing them to borrow against their portfolio's net asset value, facilitating capital access without asset liquidation or disrupting investment strategies.

June 3, 2025

7 minute read

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

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