Investment in the energy transition is shifting from building individual renewable projects to developing larger, integrated businesses. While wind and solar assets remain essential, investors are increasingly focused on companies that can deliver, operate, and improve performance across a portfolio of projects.
Investment in the energy transition is shifting from building individual renewable projects to developing larger, integrated businesses. While wind and solar assets remain essential, investors are increasingly focused on companies that can deliver, operate, and improve performance across a portfolio of projects.
Digital health is undergoing a shift which is driven by advances in artificial intelligence and a repricing of software multiples. For much of the past decade, the sector has been built on SaaS models; recurring revenues, workflow tools, and expanding product offerings.
Mental health accounts for more than 20% of the UK’s public health needs but receives less than 9% of NHS funding. That gap is now prompting changes in policy that will affect how mental health services are delivered.
European warehousing demand is improving, but the headline figures can appear contradictory. Leasing activity is picking up, yet vacancy is still rising in many markets. The reason is that much of today’s demand is coming from relocation, not expansion.
Anthropic’s move into security (embedding Claude’s reasoning into threat detection, vulnerability analysis, and compliance workflows) is not just a new product launch. If widely adopted, it could materially affect how cybersecurity companies invest, consolidate and position themselves for an ultimate exit.
European virtual care is moving past standalone video consultations and into core healthcare infrastructure. Leading platforms now organise triage, routing, scheduling and clinical capacity across payers, employers and provider networks.
Public software has had a poor twelve months. The S&P Software and Services Select Industry Index is down by roughly 21.6% over the period, while the S&P 500 is up by around 14.3%. That gap is now becoming evident in private market pricing.
EQT’s recent acquisition of Coller Capital reflects how private equity platforms are adapting to current market conditions. Deal activity remains high, but traditional exit routes have been less dependable, particularly in Europe. Building an internal secondaries capability offers another way to manage liquidity without relying on public markets reopening or on extended sale processes.
The European cybersecurity market is becoming less forgiving. What once supported a wide range of standalone providers is increasingly concentrating around businesses with sufficient scale to act as platforms rather than single-solution vendors.