Thematic investing: The Future of Capital Allocation

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Balentic Edge

Balentic

18 episodes

6 days ago

Balentic Edge delivers sharp, no-fluff conversations on private markets in under 15 minutes. Hear from GPs, LPs, and experts shaping the future—from thematic investing to tech-driven deal flow. Quick, smart, and always on the edge.

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Thematic investing: The Future of Capital Allocation

Balentic Edge

12 minutes 22 seconds

7 months ago

Thematic investing: The Future of Capital Allocation

In this episode of Balentic Edge, host Olga Sachura explores why thematic investing is gaining traction in private markets.

Investors are no longer just asking about asset classes—they want to know what future they’re backing. From energy transition and AI to demographic shifts, themes are shaping capital allocation like never before.

Olga is joined by Balentic CEO Kasper Wichmann and advisor Yair Shacked to discuss how LPs and GPs are adapting, the challenges of finding thematic investment opportunities, and how digital platforms like Orca are making it easier to navigate this evolving landscape.

If you’re looking to understand the forces driving private market investments, this episode is for you.