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.
Thematic Investing: Energy Transition
Launch Orca Request a call https://www.youtube.com/watch?v=ee2BOfHrCfQ In this episode of Balentic Edge, host Kasper Wichmann is joined by veteran equity analyst Simon Powell to unpack the $50 trillion opportunity at the heart of energy transition. With themes driving capital allocation across private markets, energy is quickly emerging as the most urgent—and investable—theme of all. From […]
Inside Tikehau Capital’s private equity Aerospace & Defence Strategy
Launch Orca Request a call https://www.youtube.com/watch?v=O1nNIMcWdT4 In this conversation, Thomas Friedberger, Group Deputy CEO and Co-CIO of Tikehau Capital, discusses the evolution of Tikehau Capital, its investment philosophy, and the strategic focus on aerospace and defense sectors. He highlights the changing landscape of defense investments, the importance of resilience in economic value creation, and the […]
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.
Thematic investing: The Future of Capital Allocation
Launch Orca Request a call https://www.youtube.com/watch?v=jQOuEekLwbc In this episode of Balentic Edge, host Olga Sachura explores why thematic investing is gaining traction in private markets. Investors are no longer just asking about asset classes—they want to know what future they’re backing. From energy transition and AI to demographic shifts, themes are shaping capital allocation like […]