Illiquid equity investments in companies are a long-established investment alternative to listed shares, characterized by special value adding strategies.
Last year, we hosted a webinar in partnership with NTR exploring the phenomenon of negative power prices in Europe. Here, we recap the key findings of that discussion.
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning asset selection will be key in 2026.
Market conditions over 2025 have largely been benign. Moderating inflation, lower policy rates, robust economic growth in the US and supportive fiscal policy in Europe helped private market asset classes deliver positive performance over the first half of 2025.
The draft takes up central elements of the second Future Financing Act. In particular, tax improvements for venture capital investments, reinvestment of capital gains and an expanded investment framework for infrastructure and energy projects.
Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening positively in the current environment, while asking what needs to change to bolster other sub-sectors.
The fact that the customs authorities – the "weapon-carrying troop of the tax administration", so to speak – stood at the door of some companies unannounced in the run-up to Christmas must have caused some red-hot faces.
In this NEWSFLASH episode Maria Luisa Castro provides an overview of the concession, the factors to consider in acquiring a toll-road and the macro factors impacting the operations of such a concession.
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