Edition 32
The Satellite
Dear Valued Member of the Moonfare Network,
Welcome again to The Satellite, where we bring you the latest insights from the world of private markets.
In this issue, we are delighted to introduce Mike O’Sullivan, Moonfare’s new Chief Economist and Senior Advisor.
Mike is a seasoned investor, commentator and author with 20 years of experience in investment management, most recently serving as CIO at Credit Suisse International Wealth Management division.
He has taught finance and economics at Oxford and Princeton and is a regular contributor to leading journals and media outlets, including Forbes and CNBC.
Mike is also the author of ‘The Levelling’, a book that explores the future of politics, finance and geopolitics in the post-globalisation era. “Markets are the best place to watch and test how the world evolves,” he believes.
You can meet Mike at our community events and investor calls, or follow his monthly commentary, which we’ll regularly share with Satellite readers as well. In this edition, Moonfare’s Chief Economist writes about the implications of EU elections on private assets.
Happy reading and see you again soon! Your Moonfare team
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Commentary
Why EU elections matter for private assets
The outcome of the elections for the European Parliament will shape the European leadership and decide how “strategic” it is. This will also set the tone for private asset megatrends in energy, defence, infrastructure, and potentially, capital markets union.
Deal Talk
Christian Sinding, CEO of EQT: I've always been the ‘why not’ person
*Subject to eligibility. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.
- 1 Minimum investment may vary by country and local regulation.
- 2 Source: McKinsey "Private Markets Annual Review 2022"
- 3 Past performance is no guarantee of future returns.