Market Intelligence

Investment Insights

Analysis and perspectives from our investment team on macro trends, sector developments, and alternative investment strategies.

Featured Analysis
Private Equity March 2025

European Mid-Market Buyouts: Navigating the Valuation Reset

As central banks maintain higher-for-longer rate policies, European mid-market PE valuations have compressed 15-20% from 2021 peaks. We analyze entry opportunities in industrials and B2B services sectors where operational value creation potential remains robust despite macro headwinds.

MK

Mark Klaassen

Managing Partner, PE

Real Estate
Feb 28, 2025 • 8 min read

Logistics Real Estate: The Last-Mile Infrastructure Play

E-commerce penetration continues to drive demand for urban logistics assets. We examine yield compression in Tier-1 markets and opportunities in secondary logistics corridors...

SV
Sarah Visser
Venture Capital
Feb 24, 2025 • 6 min read

AI Infrastructure: Beyond the Hype Cycle

While generative AI captures headlines, the underlying infrastructure layer—compute, storage, and networking—presents more predictable investment theses for Series B and beyond...

JL
James Lancaster
Macro
Feb 20, 2025 • 12 min read

ECB Policy Divergence: Implications for Cross-Border Deals

With the ECB maintaining a divergent path from the Fed, currency volatility is creating both hedging costs and opportunities in transatlantic transactions...

PB
Pieter Bakker
ESG
Feb 15, 2025 • 5 min read

SFDR Article 9: Compliance and Competitive Advantage

New regulatory technical standards are raising the bar for sustainable investment claims. We discuss how rigorous ESG integration can become a market differentiator...

EM
Eva Muller
Private Equity
Feb 10, 2025 • 10 min read

Secondaries Market: LP-Led vs GP-Led Strategies

The secondaries market is evolving beyond traditional LP stakes. We analyze the risk-return profiles of continuation funds and single-asset restructurings...

TK
Thomas Klein
Regulatory
Feb 5, 2025 • 7 min read

AIFMD II: Preparing for the Refit

The proposed AIFMD amendments introduce new requirements for liquidity risk management and loan origination funds. We break down the implementation timeline...

LW
Lisa Wong

Subscribe to Our Insights

Receive quarterly market analyses, investment theses, and regulatory updates directly from our investment team.

For qualified investors only. Subject to verification.