Investments
Private equity, venture capital, infrastructure and real assets.
InvestmentsSovereign Wealth Funds Pivot to Infrastructure Debt Amid Shift in Global Macroeconomic Volatility
Global state investors are increasingly swapping direct equity stakes for high-yield infrastructure credit as higher interest rates and structural inflation redefine the risk-return profile of core essential assets.
By Marcus Sterling-Vane • 6 min read
InvestmentsGlobal Venture Capital Accumulates $400bn in Dry Powder as Exit Markets Show Signs of Life
Institutional investors navigate a complex liquidity landscape as record unspent capital reserves meet a tentative reopening of the IPO window and a resurgence in strategic M&A activity across the technology sector.
By Marcus Thorne-Smith • 6 min read
InvestmentsInstitutional Family Offices Pivot Toward Direct Private Equity as GP Fees Face Scrutiny
Ultra-high-net-worth investors are increasingly bypassing traditional private equity funds in favor of direct stakes and co-investment vehicles to optimize capital efficiency and long-term control.
By Alastair Montgomery-Smyth • 6 min read
InvestmentsInstitutional Pension Allocators Pivot from 60/40 Paradigm as Bond Volatility Erodes Hedging Utility
Global pension funds are overhauling long-standing asset allocation frameworks as the breakdown in stock-bond correlation compels a structural shift toward private credit, infrastructure, and real assets.
By Marcus Thorne-Leigh • 6 min read