Every century has one defining infrastructure build.
Railroads. Highways. The Internet. This century’s build is AI + the modernization of the global power grid; a US$25T undertaking. This a multi-decade ownership opportunity hiding in plain sight. See details Link in comments.
Every century has one defining infrastructure build.
Railroads. Highways. The Internet. This century’s build is AI + the modernization of the global power grid; a US$25T undertaking. This a multi-decade ownership opportunity hiding in plain sight. See details Link in comments.
To Our Clients & Partners 🎄✨
As 2025 winds down we want to thank you for an outstanding year of partnership. May your holidays be filled with good cheer. Here’s to a joyful season & even better year ahead.
From the @Zinqular Team ✨🎄
#Zinqular#HappyHolidays#WarmWishes
@zinqular is positioning its strategy to participate in this once-in-a-generation infrastructure cycle with a disciplined, long-term investment approach designed for institutional portfolios. 2/2
Learn more: https://t.co/WRzC4s7IYy
The $25T #Infrastructure Reset. The global transition toward an #electricity-centric economic paradigm represents one of the largest & most sustained infra. replacement cycles in modern history. See Link in comments. #PrivateEquity#RealAsset#Energy 1/2
The global #economy is undergoing its biggest shift. #Investors are searching for scalable, defensible themes. The #electricity super-cycle may be most compelling answer. @Zinqular concept paper breaks down how $25T grid overhaul ll reshape capital markets for decades. Link below
The past quarter’s events have reshaped the economic landscape in ways we cannot ignore — demanding fresh analysis. We’ve just released an updated thesis on our Global Investment Outlook 2025.
Gain our insights:
https://t.co/iaytfwJk9Q
In a wide-ranging interview @zinqular's Co-CIOs unpacked complexities of today’s #PrivateMarkets, debated the implications of Trump 2.0 & reflected on China’s global strategy. Their conversation also ventured into emerging #Markets potential👇.
https://t.co/y08LEePUiL
#TradeWar
@zinqular is proud to join 1st wave of endorsers for the updated @ilpaorg Reporting and Performance Templates! We are excited to support the industry’s efforts to ensure investors receive timely, accurate, and comparable data.
https://t.co/y08LEePUiL
#PrivateEquity#Investing
@Zinqular is excited to share Part B of our #Outlook2025 series. This installment delves into key themes poised to shape private #markets in upcoming cycles. We explore strategic asset allocations & provide insights to help players navigate evolving landscape. (1/2)
#Economics
📢 The world is changing faster than we think—& 2025 will be a defining year for #markets, #technology, & global capital flows. Our latest #Outlook2025 explores the forces shaping the future and how #investors can navigate them.
https://t.co/2BlcKaZvFN
#economy#economics
The “Endure till 2025” mindset is all over Commercial Real Estate (CRE), but the numbers tell a darker story. Office CRE in some prime cities in the US; especially older ones, have seen values drop by almost 70%; 1/x #investing#realestate@zinqular#cre#zinqular#economics
Should LPs take chances on new managers? The data says yes! Emerging managers offer potential for outsized returns, despite higher risk. Their smaller funds & niche focus offer diversification benefits. #investing#privateequity#economics#economy#markets#zinqular@zinqular