Driven by record commodity prices, the mining sector in 2025 recorded its strongest year for mergers and acquisitions (M&A) since the 2010-2012 super-cycle, with 180 transactions totaling $89 billion (accounting only for transactions >$25M). Capital markets mirrored this momentum as 174 companies raised $27.3
Over the past decade, sovereign wealth funds (SWFs) have become pillars of global capital markets. Fueled by strong portfolio returns and steady state capital injections, SWFs have expanded faster than any other institutional investors. That trajectory is expected to continue,
Nikolay Storonsky is a Russian-born British entrepreneur. He is best known as the co-founder and CEO of Revolut and the founder of venture-capital firm QuantumLight.
Key ReflectionsThe current macro environment is defined by resilience amid volatility and growing divergence across regions and sectors. Despite geopolitical tensions, elevated inflation and
Experiences and live entertainment: We also see opportunities in parts of the consumer economy that may become more valuable as AI-generated content becomes increasingly
The European Commission has completed the final legal steps to establish the Scaleup Europe Fund, paving the way for a new investment vehicle designed to help Europe’s fastest-growing companies expand and compete
The European Innovation Act, proposed by the European Commission, aims to help innovative companies develop, finance and scale their businesses within Europe, strengthening the
Key ReflectionsThe current macro environment is defined by resilience amid volatility and growing divergence across regions and sectors. Despite geopolitical tensions, elevated inflation and
Experiences and live entertainment: We also see opportunities in parts of the consumer economy that may become more valuable as AI-generated content becomes increasingly