From AI to Evergreen Funds: Private Markets Find Their New Balance
Launch Orca Request a call Back to Balentic Edge From AI to Evergreen Funds Private Markets Find Their New Balance: Insights from Milan The Zero One Hundred International Conference gathered the private-markets community in Milan last week. It was a well-attended event – the courtyard of Palazzo Castiglioni buzzed with LPs, GPs and advisors – […]
Disciplined Capital in an Uncertain Cycle – LP Survey 2025
Balentic’s LP Survey 2025 captures how European LPs are redeploying capital across private markets with discipline amid liquidity, valuations and macro uncertainty
The Venture Deficit: Can Europe Catch Up?
Launch Orca Request a call Back to Balentic Edge The Venture Deficit: Can Europe Catch Up? Despite talent and innovation, fragmented markets and cautious capital leave Europe behind in scaling tech. What will it take to change course? I’m writing this piece in connection with joining a panel at the Nordic Fintech Week on “Unlocking […]
Reassessing ESG and Capital Allocation
The Oxford Sustainable Private Markets Conference 2025 offered a unique blend of thought-provoking discussions and insights on ESG and capital allocation. Key takeaways highlighted the complexities of environmental regulation, transparency in private equity, and the challenges faced by Development Finance Institutions. With provocative keynotes questioning the role of ESG in fiduciary duty and the need for innovative financing solutions, the conference underscored the importance of governance and incentives in sustainable investing. Dive into the full recap to explore how these themes impact limited partners and general partners alike in today’s evolving market landscape.
Target Locked: The Rising Case for Defense in Private Markets – Part 3
Launch Orca Request a call Back to Balentic Edge Target Locked: The Rising Case for Defense in Private Markets – Part 3 The global security landscape continues to evolve rapidly, with supply chains being redrawn and national sovereignty concepts being redefined in real-time. Defense investment is transitioning from an edge case to core investment consideration […]
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.