Market Insights &
Investment Perspectives
Our thinking on structural change, institutional investment, and the future of private markets.
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Featured insights on structural change, institutional investment, and market perspectives.
The End of Cheap Capital:
How Institutional Investors Are Repositioning
The era of cheap capital is ending. Institutional investors are systematically repositioning away from growth-at-all-costs toward resilience, real-world yield, and impact alignment.
This isn't temporary sentiment; it's a structural reset in return expectations...
Date: January 2026
Category: Capital Markets
ARTICLES:
Geopolitical Fragmentation:
The New Operating Landscape for Institutional Capital
The seamless globalization era is ending. Capital flows are fragmenting into regional ecosystems with distinct opportunity sets, regulatory frameworks, and risk-return dynamics. Institutional investors who understand this shift...
Date: December 2025
Category: Geopolitical Shift
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Why Platform Architecture Matters in Structural Change
When structural change emerges, most investors retrofit existing strategies around the trend. We architect entirely new platforms to exploit the opportunity. Here's why that approach matters...
Date: November 2025
Category: Investment Strategy
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