The AI buildout is unfolding amid heightened geopolitical tensions, persistent energy security concerns, and an increasing number of countries prioritizing national interests.
This analysis suggests that expanding nuclear capacity in the EU is far from straightforward and will require simultaneous and coherent action by industry, Member States and the EU. Industry faces the challenge of rebuilding supply chains, strengthening project delivery capabilities beyond a legacy of chronic delays and cost…
CVCA’s public quarterly market overview reports provide a deep analysis of the Canadian market, offering a panoramic view of private capital trends and investments. These comprehensive reports utilize data from the CVCA Intelligence platform, Canada’s foremost private capital database.
CVCA’s public quarterly market overview reports provide a deep analysis of the Canadian market, offering a panoramic view of private capital trends and investments. These comprehensive reports utilize data from the CVCA Intelligence platform, Canada’s foremost private capital database.
In 1996, the U.S. public equity market included roughly 8,000 listed companies. Today, that number is closer to half of that, even as the total value of the U.S. stock market has grown many times over.
The post-pandemic shift from a near-zero-rate environment to one of persistent inflation and elevated risk-free rates has caused the breakdown of the traditional equity-bond diversification that sovereign wealth fund portfolios have traditionally relied upon. This paper argues that sovereign wealth funds should selectively…
The grid is the growth bottleneck. Reliable, affordable power underpins industrialization. When utilities are financially weak, the whole energy value chain stalls, from generation financing to tariff stability.
In the fifth edition of this bi-annual Credit Outlook Market Survey, the authors draw on Antares’ deep market coverage to capture perspectives from a diverse group of U.S. middle market borrowers and private equity sponsors. Additionally, learn how middle market operators are using AI and where they’re extracting value.
AI is reshaping credit markets in ways that demand a more thoughtful approach to investing. Public markets are being stretched by record financing needs, spreads leave little room for error, and traditional notions of diversification are being tested. Learn more in our latest outlook.
Growth Equity and Growth Debt together represent just 14% of climate capital raised since 2018, compared to 23% across all industries, leaving a $100–200 billion deployment gap for scale-ready technologies and companies through 2030. Drawing on interviews with leading climate investors, the paper lays out five pathways to…
In SVB’s first-of-its-kind market insights report on hardware and physical AI, the firms tracks the surge of venture capital into U.S. hardware and the growing shift by global VCs toward physical technologies.
Public equity indices have traditionally aimed to represent the broad investable ecosystem. They remain a core building block for investors seeking equity market insight, and benchmarks including the S&P 500® continue to play this role effectively. However, structural changes in capital markets suggest that public…
The lower and core middle market direct lending segment that has historically powered investor outcomes is performing well, behaving as designed, and may deliver one of its most attractive vintages in years.
