Browsing: Finance

Longevity economy: $27B invested since 2020. Altos Labs, Retro Biosciences, Calico shaping the category. ARPA-H commits $2.5B.

Value-based care crosses 50% Medicare Advantage penetration. Five forces rewriting healthcare business models — payers, providers, employers.

GLP-1 disruption beyond pharma: 12M Americans on Ozempic. Five industries — food, insurance, healthcare, consumer goods, telehealth — reshaped.

ESG investing has reached a more sustainable equilibrium after the boom and backlash. The marketing category has receded; the substantive integration of environmental and social factors into investment has continued. Understanding the difference matters.

After a decade of ambiguity, crypto regulation has clarified. The EU’s MiCA is operational, the US is advancing legislation, and Asian jurisdictions have established varied frameworks. Considered participation is now possible.

Private equity has $3.7 trillion in dry powder and an increasingly clear strategic priority: the mid-market. For founders and owners of mid-market businesses, understanding what PE actually changes — and what to negotiate — matters now.

Three years into a high-rate environment, commercial real estate is sharply bifurcated. Office is in genuine decline. Industrial, data centres, and multifamily tell different stories. The opportunities are real — and time-limited.

After a three-year drought, the IPO window is reopening. The market that has returned rewards profitability, strong NRR, and clean capital structures — not growth at any cost. What founders need to know now.

AI companies are commanding 20–30x revenue multiples. Some are justified by genuine moats and market scale. Many are not. Distinguishing between the two is the most consequential investment question in technology right now.

OpenAI raised $40 billion at a $300 billion valuation. Sovereign wealth funds are writing cheques that traditional VC cannot match. For the next generation of founders, the implications are not straightforward.