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 […]
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 […]
Scaling Strategy: Matt Evans on Building a Global Aviation Platform
Launch Orca Request a call https://youtu.be/hlgVRNI4sUU In this episode of Balentic Edge, host Kasper Wichmann is joined by Matt Evans, Partner at Bain Capital Special Situations, to explore the secular trends reshaping hard asset investing. From aviation and supply chain disruption to U.S. manufacturing, Matt shares how Bain approaches opportunities in industries that are both […]
Beyond Fund I – Why Smart LPs Back Early-Stage Venture
In our latest episode, Jamie Rhode, Partner at Screendoor, joins Balentic CEO Kasper Wichmann to break down the misunderstood role of timing, the power of access, and what it really takes to succeed in early-stage VC.