The Gridline blog

Explore the latest private market insights and company updates.

Special Purpose Vehicles Are Even Riskier in a Downturn

At its peak, Enron’s shares were worth $90.75, falling to just 26 cents when it filed for bankruptcy. The scandal […]
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Exploring Recession-Resistant Private Market Strategies

Much is said about “recession-proof” portfolios, but few investors left 2022 unscathed. Instead of being a rebound year, 2023 is […]
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Private Markets, Not IPOs, Will Lead Exits in 2023

2021 saw a meteoric rise in the IPO market, with over 1,000 companies going public. That euphoria came to a […]
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10 New Year’s Resolutions to Strengthen Your Portfolio

Despite the harsh macroeconomic environment, over 20 million people are set to become millionaires in the next few years. This […]
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The Stock Market Punishes What Private Markets Reward

The median seed startup today is worth $12 million, reaching $802 million by the time it goes public. Three years […]
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The 60/40 Portfolio Had Its Worst Year (So Far)

Since the 1950s, the portfolio strategy known as “60/40” has been a mainstay for many investors. The idea is to […]
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The Rise of Micro VC

Mature and mega VC firms typically don’t place early-stage bets but instead focus on companies that have already achieved some […]
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How Active Private Market Managers Deliver Alpha

Private markets have long outperformed public markets. Several arguments have been put forth to explain this outperformance. One common explanation […]
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What the End of “Free Money” Signals for Public Markets

From 2008 to 2022, the world enjoyed an era of “free money.” Central banks around the globe kept interest rates […]
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Will The Fed Be Forced to Capitulate in 2023?

2022 saw the fastest rate hike cycle in decades, bringing turmoil to public and private markets. On an absolute basis, […]
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How Legislators Are Driving the Shift to Private Markets

Both institutional investors and the issuers of securities have been migrating to private markets in the last two decades. The […]
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Exploring Today’s Macroeconomic Parallels to 2001

In any downturn, analysts and commentators search for historical parallels to explain what is happening and to predict what will […]
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A Straightforward Guide to Hybrid Funds

Hybrid funds, also known as asset allocation funds, invest in two or more asset classes to provide stability and growth. […]
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How Portfolio Companies Adapt in a Recession

Short runways, tight budgets, and an uncertain future. That’s the landscape for many portfolio companies during a recession, and Bloomberg […]
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How Private Investors are Shifting Tactics in the Face of a Downturn

Sticky inflation has dealt a severe blow to economies worldwide, and private market investors are not immune to its effects. […]
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