Market Trends and Predictions – The Clockwork Orbit

4 minute read

Market Insights

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

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

4 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

4 minute read

Uncategorized

May Monthly Private Market Intelligence

Private capital finds opportunities in "boring" businesses like HVAC and lawn care amidst AI hype. Mexico leads in nearshoring due to lower costs and efficiency, outperforming Canada despite tariffs.

May 7, 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

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

Private Markets Intelligence

April 25 Private Markets Intelligence

Private market dynamics show LP distributions surpassing contributions for the first time since 2015, while green investments prioritize proven technologies amid economic uncertainties, urging careful decision-making.

April 2, 2025