Clockwork’s Summer Solstice Report is out.
A high-signal briefing for a fractured market, our latest report decodes how allocators are navigating 2H 2025.
Clockwork’s Summer Solstice Report is out.
A high-signal briefing for a fractured market, our latest report decodes how allocators are navigating 2H 2025.
From AI-led venture shifts to liquidity engineering in private equity, and the rise of family offices as strategic capital, the report serves as a clear lens on capital formation, risk, and opportunity across private markets.
Read the full report here: bit.ly/clockwork_solstice_re…
Same players, same playbook?
With tensions cooling between the U.S. and China (for now), it’s the perfect moment to pause and study a pattern we’ve seen before - same countries, same presidents, nearly the same script.
ALT The 2025 U.S.-China trade conflict mirrors the 2018 crisis, focusing on high-tech sectors. Global supply chains are shifting, and investment strategies must adapt to geopolitical nuances and structural changes.
In our latest piece, we revisit the 2018-2019 trade war and ask:
What’s changed?
What hasn’t?
And what should investors watch for this time around?
bit.ly/the_clockwork_orbit
In 2024, the secondary market hit a record $152B, with GP-led deals accounting for nearly half of total volume. As investors chase liquidity and GPs seek more control over fund life cycles, secondaries are becoming a core portfolio strategy.
Alts Are the New Black
It’s no secret that the world’s top investors have moved far beyond the old 60/40 stock/bond portfolio.
That’s why we put together a fresh primer on alternatives — what they are, why they matter, and how to build smarter private portfolios.
From private equity to credit, direct investments, real estate, real assets, and even collectibles, we break down the essentials (and the numbers) you need to know.
bit.ly/42s9qLl
Tariffs. Inflation. Slowing growth.
If it feels like we’ve seen this movie before, it’s because we have—nearly 100 years ago. The cast has changed, but the plot? Eerily familiar.
History doesn’t repeat, but it does remix.
bit.ly/4j0EUOg
Our team at Clockwork dug into the data, the history, and the current policy shifts to trace a century-old pattern that might just be repeating itself. This isn’t just theory—it’s a macro backdrop that could define the next few years.
Standardized reporting in private markets has long been a challenge, and ILPA’s updated reporting template aims to bring more transparency and efficiency to it.
But will GPs and LPs actually adopt it?
We break down what’s new and why it matters here:
bit.ly/3R3Asln
Continuation Funds: Why GPs Are Doubling Down on Their Best Bets
Private equity managers are increasingly turning to continuation funds to extend their hold on high-performing assets—giving LPs liquidity options while doubling down on their best investments.
With single-asset continuation vehicles (SACVs) now making up over 50% of GP-led secondaries, it’s clear these structures are becoming a mainstream strategy.
But what are the trade-offs, and how can investors approach the complexities?
bit.ly/41HFBWw
Climate tech has outpaced VC activity in recent years, but 2024 brought new challenges—regulatory shifts, funding slowdowns, and shorter cash fluxes for startups.
Yet, with a projected 25% CAGR through 2029 and strong policy support in regions like the EU, opportunities remain.
2025 is shaping up to be one of the most uncertain years in recent memory—but that doesn’t mean opportunity disappears.
Despite market challenges, alternative investments remain in high demand as capital seeks outsized returns.
In our latest What’s Ahead piece, Alex Goodman and @cm_shea break down key trends across asset classes and what to watch in the year ahead, including:
- Macro Outlook
- Venture Capital & Private Equity
- Private Credit
- Real Estate
- Crypto
bit.ly/4hfFUwx
With the IPO market still constrained, investors and fund managers are turning to alternative liquidity solutions.
Here’s what’s shaping exits in 2025:
ALT Liquidity alternatives for private investors in 2025
💰 Private debt unlocking liquidity – Private credit funds are stepping in with flexible financing, from dividend recaps to alternative funding for PE-backed companies.
🔄 Continuation vehicles going mainstream – Once niche, these funds now help GPs hold high-performing assets longer while offering LPs liquidity.
Discover how investors are adapting here:
bit.ly/41uPGWK