Deploy or Drift: Private Equity’s Strategic Summer Pause

Deploy or Drift: Private Equity’s Strategic Summer Pause

Deploy or Drift: Private Equity’s Strategic Summer PauseEdward le Feuvre
Published on: 27/07/2025

As summer slows the markets, private equity faces a choice: deploy record dry powder or wait for clearer signals. In this week’s insight, Ed explores financial repression, rate cuts, and the strategic stillness beneath the surface.

World Market Insights
The Summer Lull, Political Undercurrents, and Private Equity’s Dilemma

The Summer Lull, Political Undercurrents, and Private Equity’s Dilemma

The Summer Lull, Political Undercurrents, and Private Equity’s DilemmaEdward le Feuvre
Published on: 20/07/2025

Markets may drift in summer, but deeper forces are stirring. From Fed uncertainty to private equity’s dry powder dilemma, Week 29 explores the quiet tension behind the calm — and what it means for strategic investors.

World Market Insights
Digital Gold and the $1.2 Trillion Question

Digital Gold and the $1.2 Trillion Question

Digital Gold and the $1.2 Trillion QuestionEdward le Feuvre
Published on: 13/07/2025

As markets drift through summer, regulation and digital finance quietly reshape the future. From stablecoins to dry powder, this week’s insights reveal where the real action lies. #BeaufortInsights

World Market Insights
Digital Gold, Real Impact: How the GENIUS Act Is Rewriting Liquidity

Digital Gold, Real Impact: How the GENIUS Act Is Rewriting Liquidity

Digital Gold, Real Impact: How the GENIUS Act Is Rewriting LiquidityEdward le Feuvre
Published on: 06/07/2025

Summer may feel slow, but beneath the surface, big shifts are underway. From stablecoin regulation to digital gold infrastructure, Week 27 explores the quiet forces reshaping liquidity, policy, and private equity strategy.

World Market Insights