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Behind the Headlines of US Venture Capital 1Q25

US venture capital (VC) activity in 1Q25 remained highly concentrated, with AI deals dominating both capital and headlines. Yet beneath the surface, liquidity stayed tight, valuations fragmented, and returns increasingly...
Blogs

Investor Sentiment in the US-China Trade Pause

The temporary rollback of tariffs between the US and China appeared to lift public market sentiment, but it offers little resolution for private equity (PE) investors. With core trade disputes...
Blogs

Trump’s 2025 Tariffs – US AI Leadership

In early April 2025, the Trump Administration announced sweeping reciprocal tariffs on imported goods from major trading partners. The White House framed the move as fixing asymmetries in trade and protecting national...
Blogs

Tariffs Shake Retail and E-Commerce Landscape

In early April 2025, the US enacted sweeping new import tariffs, marking one of the decade’s most significant trade policy shifts. For retailers and e-commerce companies, this tariff shock represents...
Blogs

Sustainable Investing in Private Markets: Quiet Evolution, Not Death 

While public commitments to environmental, social, and governance (ESG) have softened, sustainable investing in private markets is undergoing a strategic evolution rather than a retreat. Investors increasingly integrate material ESG...
Blogs

Healthcare PE in 1Q25: Defensive Postures, Selective Plays

Private equity (PE) activity in healthcare services hit a new low in 1Q25 as macroeconomic volatility and policy shocks disrupted deal flow. Yet amid the turbulence, investors are pivoting to...
Blogs

Tariffs Cloud IPO Outlook for US VC-Backed Startups

After a prolonged IPO drought, many venture-backed startups in the US were eagerly eyeing 2025 as a year to finally go public, but the most recent US tariffs have now...
Blogs

The Structural Reset in Real Estate Fundraising Amid Volatility

The global real estate fund market in 2024 was marked by cautious recalibration rather than a collapse. As allocators navigate macroeconomic headwinds and a tougher distribution environment, capital is consolidating...
Blogs

Tariffs and Turbulence: The Changing Flight Path of Aerospace & Defense

The aerospace and defense sector (A&D), long regarded as a pillar of economic and geopolitical stability, is now contending with an increasingly complex risk landscape. Escalating trade tensions, shifting fiscal...
Blogs

Policy Jitters and AI Boom Reshape Climate Tech VC Landscape

In 2024, climate tech startups found themselves under pressure, grappling with shrinking capital flows and intensifying investor scrutiny. Amid macroeconomic headwinds, AI-driven capital redirection, and mounting policy uncertainty, venture investors...
Blogs