Thematic investing: The Future of Capital Allocation

from Balentic Edge · host Balentic

In this episode of Balentic Edge, host Olga Sachura explores why thematic investing is gaining traction in private markets. Investors are no longer just asking about asset classes—they want to know what future they’re backing. From energy transition and AI to demographic shifts, themes are shaping capital allocation like never before. Olga is joined by Balentic CEO Kasper Wichmann and advisor Yair Shacked to discuss how LPs and GPs are adapting, the challenges of finding thematic investment opportunities, and how digital platforms like Orca are making it easier to navigate this evolving landscape. If you’re looking to understand the forces driving private market investments, this episode is for you.

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This episode is 12 minutes long.

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This episode was published on April 5, 2025.

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