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Showing posts from February, 2026

February 2026 Capital Markets Pulse

  In 2026, private markets are rewarding speed, verification, and real-asset cash flow. Across regions, capital is rotating toward opportunities that can show clear underwriting, clean documentation, and a believable path to execution. Digital assets: Large block crypto transactions are returning, but only alongside institutional-grade identity checks, custody clarity, and tightly managed tranching. Real assets and hedging: Gold forwards and other structured commodity trades are gaining attention as investors look for collateralized exposure and smarter liquidity options. Digital infrastructure: Data center development remains a priority theme, with investors focusing on power access, site readiness, and sponsor track record. Private credit and bridge financing: Short-duration bridge and specialty debt structures are expanding as borrowers seek certainty and lenders demand tighter covenants and reporting. Applied AI and industrial scaling: Software platforms are still fundable, esp...