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.
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 […]
European VC & PE: Key Insights, Challenges, and Opportunities for LPs
Launch Orca Request a call Back to Balentic Edge European VC & PE: Key Insights, Challenges, and Opportunities for LPs We recently attended the 0100 DACH Conference in Vienna. Key Takeaways Positive outlook for 2025: well attended most participants felt it will be a good year. VC success follows a power law: The top 1% […]
Venture is 10,000x more attractive in 2019 than in 1999
Launch Orca Request a call Back to Balentic Edge Venture is 10,000x more attractive in 2019 than in 1999 VC is a challenging asset class for many investors (LPs) While you can identify the ‘best’ firms, access is more often than not constrained. VC is less than transparent. It’s somewhat of a ‘closed’ club. Many […]