Insights
Read the latest articles, market commentary and private market insights from Jura Capital.
By Alexander Woodhead, Director at Jura Capital If you have been watching the public markets over the last 18 months, you know exactly what whiplash feels like. The Chicago Board Options Exchange Volatility Index (VIX) h…
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By Charlie Hasberry, Director of Jura Capital For decades, the golden rule of wealth preservation was written in stone: equities for growth, bonds for a good night’s sleep. Then came 2022. It was the year the bedrock cra…
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By Charlie Hasberry & Alexander Woodhead, Directors of Jura Capital If you are feeling fatigued by the endless parade of artificial intelligence pitches, you are not alone. The initial euphoria has peaked. For the last t…
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For decades, property has been regarded as one of the most reliable ways to build and preserve wealth. From generating consistent income to providing long-term capital appreciation, real estate continues to play a centra…
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Public markets no longer capture the earliest stages of value creation. Increasingly, investors are turning their attention to the private capital ecosystem — particularly the growing opportunity to access companies befo…
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In recent years, private credit has expanded far beyond its traditional role of providing corporate loans. As investors seek new sources of uncorrelated returns and specialised lending opportunities, several niche strate…
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Evaluating the Role of Blockchain in the Future of Private Markets Financial innovation tends to move in cycles. Each cycle produces new tools, new structures and new narratives. Some developments fundamentally reshape c…
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A Strategic Guide for Sophisticated Private Market Investors Liquidity is rarely discussed when markets are rising. It becomes central when conditions tighten. For experienced investors in private equity and alternative…
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Allocating Capital to Structural Change Without Compromising Discipline For decades, energy was treated as a sector. Today, it is a system being rebuilt. Power generation, industrial processes, transport infrastructure,…
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A Structural Upgrade in How Sophisticated Investors Assess Risk, Opportunity and Conviction Private markets have always rewarded access, judgement and patience. But as deal complexity increases and data volumes expand ex…
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A Structural Shift in How HNWIs Access Institutional-Grade Opportunities Private markets have historically been defined by exclusivity. High minimum commitments. Long lock-ups. Concentrated exposure to single managers or…
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One of the most deceptive moments in investing is when safety feels obvious. Over the last few years, short-term interest rates created exactly that feeling. Treasury bills, fixed deposits, and money market funds paid in…
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Every attractive asset class eventually faces the same test: what happens after everyone discovers it. Private credit’s rise over the last decade was well earned. As traditional bonds struggled to generate income, privat…
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Most investors think about returns first. That instinct is understandable - but it’s also incomplete. Wealth is rarely destroyed by owning the wrong long-term assets. More often, it is destroyed by having the right asset…
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Geopolitics produces endless headlines. Markets react instantly. Prices move reflexively. Investors feel compelled to act. Most of the time, that impulse does more harm than good. The problem isn’t that geopolitics matte…
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When new technologies emerge, investors instinctively try to package them into an asset class. That instinct is understandable - and usually wrong. We saw it with the internet. We saw it with mobile. And we are seeing it…
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Most people think about risk when markets are already falling. By then, it’s too late. The job of a Chief Investment Officer isn’t to predict the future. It’s to prepare for many plausible futures-and to build a portfoli…
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When investors ask this question, what they’re really saying is simple: “I’ve worked hard to build this capital. I don’t want to gamble with it-but I don’t want it sitting idle either.” This is not a growth problem. It’s…
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Private credit has earned its place in modern portfolios for a reason. In a world where traditional bonds have struggled to provide reliable income and public markets remain volatile, private lending has offered somethin…
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One of the most common-and uncomfortable-positions I see investors in is this: they’re wealthy on paper, but short on cash. Their net worth is tied up in businesses, property, or long-term investments, while their near-t…
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Private markets are entering a new phase - one shaped less by traditional buyouts and more by targeted opportunities in specialist sectors. Families with £20M+ to deploy are broadening their lens, seeking exposure to the…
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Last week brought a familiar mix of market noise - a Federal Reserve meeting, renewed speculation about the future of the U.S. dollar, and early forecasts for where markets might land in 2026. Rather than reacting to eve…
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In the current macroeconomic environment - shaped by changing inflation trends, evolving interest rate cycles, and geopolitical risk - real assets are emerging as a strategic cornerstone for sophisticated investors. As w…
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Artificial Intelligence isn’t just reshaping how businesses operate - it’s reshaping where money flows. Over the past year, one investment theme has quietly moved from niche to necessity for major allocators: AI infrastr…
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Holding cash feels comforting - like a safety blanket when markets or headlines get noisy. But that comfort often comes with a hidden cost. Right now, many savers are sitting in money markets, CDs, or high-yield savings…
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Investors aren’t perplexed because they’re overlooking something — they’re confused because the Federal Reserve can’t seem to settle on a consistent message. Markets swung sharply last week as Fed officials offered mixed…
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Private equity continues to be one of the most important asset classes for investors seeking higher returns, diversification and access to innovation that public markets often miss. In recent years we’ve seen a sharp ris…
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For generations, the traditional 60/40 mix—60% stocks and 40% bonds—has been the go-to blueprint for long-term investors. But today’s markets look very different from the environment where that strategy earned its reputa…
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In a world where geopolitics increasingly drives markets, the defence-tech sector is shifting fast - and it’s quietly becoming one of the most compelling investment frontiers for family offices seeking protection + profi…
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In a world where markets move faster than ever and headlines change by the hour, many investors are looking for something a little different—something tangible, steady, and grounded in real value. That search has brought…
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For years, private markets -private equity, private credit, and other alternative assets-have been seen as the place to capture long-term returns. High-net-worth individuals (HNWIs) have increasingly embraced these oppor…
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Global Market Summary: A Mixed Week Across Regions Global markets delivered a patchwork of results last week as investors digested shifting political developments, diverging economic data, and sector-specific volatility.…
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Private markets continue to mature at a remarkable pace. Once the domain of large institutions and ultra-specialised investors, the landscape is widening-but it’s also becoming more complex. Fund managers are adapting th…
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This week, we’re digging into three common money misconceptions that quietly drain wealth, plus a look at last week’s market moves and what they might mean for investors. Let’s dive in. Myth #1: Real Estate Always Beats…
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In recent years, one of the biggest shifts in private equity has been the changing pace of exits. Assets are being held for longer, and distributions - the cash returns investors look forward to - are taking more time to…
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Last week was billed as a crucial one for the markets - and it certainly lived up to expectations. Below is a rundown of the three major themes that emerged and what they might signal for the weeks ahead. Tech Earnings H…
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In recent years, a quiet shift has been taking place among high-net-worth (HNW) investors and family offices . Many are stepping away from the rigid structures of global banks and institutional managers, and turning inst…
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Last week, global markets danced delicately between optimism and unease. Investors juggled upbeat earnings, a fresh uptick in U.S. inflation, and one billionaire’s unusual wager on consumer credit. Across the Atlantic an…
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This week, markets were tossed around by a mix of political drama, stressed credit conditions, and a healthy dose of investor anxiety. On the surface, stocks held up reasonably well—but beneath that calm exterior, other…
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Crossroads & Consequences Global markets are being tested on multiple fronts - from escalating tariffs and soaring valuations to surging gold prices and renewed focus on tax efficiency. Each of these forces is colliding…
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Private markets have long been associated with strong returns and exclusivity - but also with opacity and illiquidity. For ultra-high-net-worth individuals (UHNWIs) and family offices, the new age of alternative investin…
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Preserving capital, purpose and control across generations Family offices exist to protect and compound private wealth, but their true test arrives when ownership and stewardship pass from one generation to the next. Ove…
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Why Venture Debt Matters in 2025 Private markets have evolved dramatically over the past decade. By 2025, global venture capital investment volumes stand at over $450 billion annually, with growth-stage companies account…
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Private markets are no longer an exotic niche. By 2025, alternative investments account for more than 20% of global institutional portfolios, with family offices and ultra-high-net-worth individuals (UHNWIs) following cl…
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Liquidity Meets Alternatives For decades, private equity and private credit funds were synonymous with long lock-ups. Ten years was considered normal, and many ultra-high-net-worth individuals (UHNWIs) simply accepted th…
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Why Secondaries Matter in 2025 Private markets have long been considered the exclusive playground of institutional allocators, sovereign wealth funds, and the largest private equity firms. For ultra-high-net-worth indivi…
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The Shift Away from Traditional Allocations The wealth management landscape in 2025 is undergoing a profound transformation. The once-sacred 60/40 portfolio — 60% equities, 40% bonds — no longer holds the authority it on…
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Two Icons of Wealth Preservation For centuries, investors have sought reliable assets to protect wealth during uncertain times. Gold has long occupied that role. It has been the universal safe haven, a commodity that tra…
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The Death of an Orthodoxy For decades, the 60/40 portfolio - 60% equities and 40% bonds - has been the cornerstone of wealth management. Pension funds, retail investors, and even family offices used this allocation as th…
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A Wealth Shift in Motion In the corridors of private banks and family office boardrooms, one phrase is gaining traction: private credit. Once the preserve of institutions and specialist funds, private credit has now emer…
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A New Era for Capital Raising For decades, traditional banks dominated the capital raising landscape - offering debt, syndicated loans, and project finance to fuel expansion. However, as we navigate 2025, a seismic shift…
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The Capital Raising Shift For decades, businesses seeking growth capital defaulted to one route - the bank loan. Banks were the primary financiers of expansion, offering credit lines, syndicated debt, or project loans. B…
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Private Equity in a Pivotal Year The private equity industry is entering a defining phase. For decades, private equity firms have generated strong returns by leveraging capital, improving portfolio companies, and exiting…
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The investment landscape is changing. Traditional markets, long dominated by equities and government bonds, are no longer the only route to long-term growth and income. Increasingly, investors are recognising that the most compelling opportunities lie in the private markets, a space once reserved exclusively for institutions.
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