Alternative Investments… Are Private Equity–Owned Energy Assets Slowing the Clean Energy Transition? 6 Apr 2026April 6, 2026 The energy transition is no longer a question of technological feasibility. Solar, wind, batteries, grids, power electronics, and efficiency solutions are scaling faster than many expected even a few years…
Alternative Investments… Climate-Aware Capital Markets and the Imperative of Private Capital Accountability 16 Mar 2026March 13, 2026 Introduction Climate change has moved decisively from the margins of environmental policy into the core architecture of global finance. What was once framed primarily as an environmental externality is now…
Alternative Investments… Evaluating Gas Companies: Metrics That Matter 3 Dec 2025December 3, 2025 The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…
Alternative Investments… Investor Strategies for Oil & Gas Amid Changing Market Conditions 10 Sep 2025September 10, 2025 As of today, September 10, 2025, Brent trades around $66–67/bbl and WTI near $63/bbl, modestly lifted by geopolitical risks but still range-bound. Market consensus sees slower demand growth alongside rising…
Alternative Investments… Macro Views and Implications for Private Markets 3 Sep 2025September 3, 2025 Trade Deals Bring More Clarity to 2H25 Macro View I: Trade deal momentum has improved. The US now has a growing share of trade covered by deals, although tariff levels…
Alternative Investments… Private Markets Insight: Private Credit vs. Private Equity 29 Aug 2025August 29, 2025 Private Markets Update Private Credit Banks are playing a smaller role in credit provision due to regulatory constraints and capital requirements. Private credit has stepped in to fill this gap,…
Asset Allocation… Saudi Arabia’s Vision 2030: Transforming Investment Strategies 14 Aug 2025August 14, 2025 Saudi Arabia’s investment landscape is being reshaped by Vision 2030, which aims to diversify the economy beyond oil by promoting mega-projects such as NEOM and Red Sea Global, along with…
Alternative Investments… Post-COD Renewable Energy Assets M&A 12 Aug 2024September 19, 2024 The Commercial Operation Date (COD) is a significant milestone in the lifecycle of renewable energy projects. It marks when a project transitions from the construction phase to becoming operational. On…
Asset Allocation… Indian Education Market 21 Jun 2024September 19, 2024 The Indian education market offers significant investment opportunities, particularly in the K12 and higher education segments. These segments are considered high-growth areas with substantial long-term potential. K12 Education The K12…
Alternative Investments… Industrial Properties and Logistics Real Estate 6 Nov 2023September 19, 2024 The industrial properties and logistics real estate sectors are critical components of the global real estate market. Industrial properties include manufacturing plants, research and development (R&D) facilities, multi-use industrial parks,…
Equity… Patient Engagement in the Pharmaceutical Industry and Investor Perception 13 Oct 2023September 19, 2024 Patient engagement has become an increasingly important factor in the pharmaceutical industry, influencing various aspects of drug development, marketing, post-market surveillance, risk management, investor perception, cost savings, and regulatory and…
Asset Allocation… Healthcare Investments in Asia 9 Oct 2023September 19, 2024 The key macro drivers for healthcare investments in various countries in Asia include demographics, economic growth, healthcare infrastructure, government policies and regulations, technological advancements, disease prevalence, insurance penetration, cultural factors,…
Alternative Investments… Investment in Carbon Capture and Storage 10 Aug 2022August 5, 2024 Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are…
Private Equity… Strategies That Chinese Small and Medium-Sized Enterprises Use to Attract Venture Capital 24 Jun 2018December 23, 2024 Abstract Small and medium-sized enterprises (SMEs) contribute to China’s economic growth and help maintain social stability. However, SME business leaders have cited access to finance as an obstacle of SMEs’…
Alternative Investments… Private Equity Market Landscape – First Quarter 2014 4 May 2014May 19, 2014 The year of 2013 has been the most successful year for private equity firms since 2008, with 873 funds with an aggregate of $454 billion. In 2013, the private equity-backed…
Healthcare Fund… Venture Capital in Life Sciences (III): Monoclonal Antibodies in the Treatment of Ankylosing Spondylitis 16 Apr 2014April 19, 2014 The application of monoclonal antibody drugs is a relatively new innovation. Approximately 54% of monoclonal antibody drugs available are applied in various types of cancer, although clinical trials are also…
Healthcare Fund… Venture Capital in Life Sciences (II): Pharmacogenomics and Personalized Medicine 7 Apr 2014April 7, 2014 Pharmacogenomics focuses on understanding the response rates and side effects of a treatment at the individual level. It analyzes the influence of genetic variation on drug response in patients by…
Healthcare Fund… Biomedicine: Healthcare Venture Capital’s Investment of 2014 30 Mar 2014April 1, 2014 As a venture capitalist, I believe the hottest investment of 2014 is in the healthcare sector. The beauty of healthcare investing lies in the fact that the demand for the…
Alternative Investments… Venture Capital in Life Sciences (I): Personalized Medicine for Cancer Therapies 24 Feb 2014March 17, 2014 Over the past decade, the genomics revolution has led to the emergence of numerous groundbreaking personalized medicine as well as multiple diagnostic and therapeutic targets. Take the area of cancer…
Alternative Investments… Healthcare Investing: In Innovators We Trust, Up to the Future We Light 17 Feb 2014February 22, 2014 When people talk about “healthcare,” they probably refer to pharmaceuticals and health insurers, but the sector also covers life sciences and biotechnology, medical equipment manufacturers and services, hospitals, distributors, etc.…
Private Equity… Crowdfunding: A Powerful Model of Fundraising 众筹融资 10 Feb 2014February 18, 2014 Crowdfunding is an internet-based fundraising model, where individuals network and pool their money to support a certain project or venture. A crowdfunding activity is composed of a project creator, crowd…
Alternative Investments… Impact Investing – The Next Generation of Venture Capital 20 Oct 2013October 20, 2013 In the 1990s, Jed Emerson advocated the concept of Blended Value for funds, firms, social ventures, and foundations to invest with social and environmental impact, rather than to maximize financial…
Alternative Investments… Private Equity Portfolio Management 20 Oct 2013October 20, 2013 Portfolio Management is a process of making investment decisions about asset mix, policy, and buy/sell disciplines in order to meet individual and institutional investors’ specified financial objectives, risk tolerance, investment…
Alternative Investments… Private Equity Fund of Funds 19 Oct 2013October 19, 2013 PE fund of funds have been around for nearly as long as the buyout industry. This type of investing became mainstream during the mid to late 1990s, as institutional investors…
Alternative Investments… Venture Capital and Buyout 18 Oct 2013 The Yale Endowment’s investment success has been largely driven by the categories that are designed for sophisticated investors, such as PE. Ten years ending June 30, 2013, the endowment fund’s…
Alternative Investments… Private Equity Landscape – Updated through October 2013 17 Oct 2013November 26, 2013 The growing interest in private equity investments has arisen among the institutional investors in the U.S., particularly endowments and foundations. The most significant reason of which include: compared to public…