The $12 Trillion Question
On August 7, 2025, President Trump signed an Executive Order allowing US 401(k) retirement plans to invest in private equity, venture capital, and cryptocurrencies. This “democratisation of access” seeks to unlock growth for millions of savers but raises concerns about transparency and fiduciary duties. As private markets see record inflows, the implications for both general and limited partners are significant. Discover how this shift could reshape investment strategies and impact retirement savings.
Target Locked: The Rising Case for Defense in Private Markets – Part 2
Explore evolving ESG frameworks and infrastructure opportunities in defense investing. Analysis of private credit strategies and geographic considerations for institutional investors.
Target Locked: The Rising Case for Defense in Private Markets – Part 1
Defense investing transforms from taboo to strategic theme in private markets. Explore opportunities across private equity, venture capital, infrastructure and private debt for institutional investors.
Navigating Private Markets in Times of Uncertainty
Launch Orca Request a call Back to Balentic Edge Navigating Private Markets in Times of Uncertainty Insights from SuperReturn International Berlin “Private markets aren’t immune to uncertainty; they’re shaped by how effectively we respond to it.” Serena Williams, Venture Investor, Serena Ventures From 2–6 June 2025, I attended the SuperReturn conference in Berlin at the InterContinental […]
Energy Transition – a multi-trillion dollar investment opportunity for private markets
Explore the vast opportunities and strategic insights in energy transition investing across private equity, infrastructure, venture capital, and private debt.
NAV Loans Unlocked: Navigating Risk and Opportunity – Part 2
NAV loans unlock GP flexibility—but introduce risk for LPs. Explore the double-edged dynamics of fund-level leverage, misalignment risks, and the governance LPs need to protect returns in a fast-growing market.
NAV Loans Unlocked: Navigating Risk and Opportunity – Part 1
NAV loans are transforming private equity fund finance, with the market projected to hit $700B by 2030. Learn how this tool works, why GPs are using it, and what LPs need to watch as leverage layers build.
The Attraction and Trouble With Continuation Vehicles for LPs – Part 2
Launch Orca Request a call Back to Balentic Edge The Attraction and Trouble With Continuation Vehicles for LPs – Part 2 As discussed in the last post, Continuation Vehicles (CVs) are booming and offer good risk-adjusted return outperforming buyouts across all quartiles. But there is more to it than that. So this post takes a […]
The Attraction and Trouble With Continuation Vehicles for LPs – Part 1
Launch Orca Request a call Back to Insights The Attraction and Trouble With Continuation Vehicles for LPs – Part 1 Continuation vehicles (CVs) are booming. In a liquidity-constrained environment, they offer something close to magic: distributions to LPs while allowing GPs to hang on to prized, or what they call “trophy”, assets. On paper, it’s […]
Private Markets in a Trade War: Freeze, Flee or Fight?
Launch Orca Request a call Back to Balentic Edge Private Markets in a Trade War: Freeze, Flee or Fight? A Shifting Landscape for Private Markets With the U.S. reactivating its tariff playbook and global markets reacting in kind, private markets investors face a mix of familiar challenges and new complexities. Inflation is rising, trade routes […]