Why Some Clubs Turn Money Into Trophies, and Others Into Excuses
Why do some clubs turn money into trophies while others turn it into excuses? This second article explores what Champions League success can teach private markets investors about manager selection, institutional quality, luck, and the ability to repeatedly convert opportunity into results.
It Might Be Easier to Predict the Champions League Winner Than Private Markets Returns
Private markets are supposed to reward skill. Football is supposed to be unpredictable. Yet 13 years of Champions League data suggest it may be easier to identify structural winners in football than consistently predict top-performing private markets strategies. Using the Hamilton Lane Periodic Table of Returns alongside Champions League progression data, this piece explores persistence, manager selection, portfolio construction, and why participation often looks more diversified than outcomes actually are.
Private Markets Are Not Recovering. They’re Rewiring
Launch Orca Request a call Back to Balentic Edge Private Markets Are Not Recovering. They’re Rewiring A Q1 2026 distillation of Balentic Edge daily and weekly takeaways Private markets are not short of commentary. They are short of clear interpretation. This post distils Balentic Edge’s daily and weekly takeaways from the first quarter of 2026. […]
Balentic’s Private Markets 2026 Outlook
Launch Orca Request a call Back to Balentic Edge Balentic’s Private Markets 2026 Outlook When Liquidity And Distributions Get Real Another year draws to a close, and private markets end 2025 with a sense of uneasy momentum. Activity is picking up, fundraising windows are reopening and credit markets are more functional than they were eighteen […]
The Operational Era: Finding Liquidity and Value at High Altitude
A synthesis of private markets outlooks for 2026, examining liquidity, secondaries, operational value creation and LP allocation decisions.
Where Creativity Meets Capital: The Rise of Music as an Asset Class.
Music meets private equity. PopHouse turns catalogues into scalable, evergreen assets. Discover how LPs are allocating to a new uncorrelated asset class
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
Cracking the Venture Code: Power Laws & Fund Returners
From Taboo to Opportunity: Defence Investing in Private Markets
Launch Orca Request a call Defence investing has quietly moved from exclusion to opportunity – reshaping private equity, venture capital, infrastructure, and private credit. In this special solo edition of Balentic Edge, Kasper Wichmann, CEO and founder of Balentic, explores the drivers behind defence’s re-emergence: shifting geopolitics, rising capital flows, and new technology layers from […]