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
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
@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: zinqular.com/en/our-thinking…
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:
zinqular.com/en/our-thinking…
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👇.
lnkd.in/e2jtCpg6#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.
lnkd.in/e2jtCpg6#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 “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