Why Liquidity Demand Is Fueling the Secondaries Market
Private markets were built around a simple bargain: accept years of illiquidity in exchange for access to assets that public markets cannot easily provide. That bargain becomes harder to sustain when investors need to rebalance portfolios, meet cash requirements or respond to changing allocation targets. The secondaries market is becoming the mechanism that helps reconcile […]
The Investment Impact of a Fragmenting Global Trade Network
For investors, geography is becoming an increasingly important variable in deciding where capital should go. The location of a factory, energy source, mineral deposit, data center or logistics hub can now influence an asset’s strategic value almost as much as its financial characteristics. Global trade fragmentation is accelerating this shift, as governments and companies place […]
