Perspectives from our investment professionals on markets, sectors, and the forces shaping the global economy.
The constraints on AI are no longer about models—they are about power, compute density, and connectivity. We outline why AI infrastructure is the most compelling capital formation opportunity of the decade and how Aethon is positioning to capture it.
Recent geopolitical developments—including renewed tensions in the Middle East—have reintroduced volatility into asset prices and forced a reassessment of risk premia. We share our framework for investing through periods of elevated geopolitical risk.
Aethon Real Estate's recent €3.6 billion logistics portfolio acquisition marks the firm's largest single European real estate transaction. Alexandra Fontaine explains the thesis and what it signals about the broader market.
2025 was a year of meaningful progress across Aethon's investment platforms despite a challenging macro backdrop. CEO Jonathan Hargrove reflects on the lessons of the year and the opportunities ahead.
Six weeks into Aethon's portfolio-wide AI Transformation Initiative, early pilots are showing 25-40% productivity improvements in targeted functions. We share what is working and what we are learning.
The private credit asset class has matured dramatically over the past five years. Priya Mehta reflects on what has changed, what has surprised her, and what investors should expect from the next five years.
After nearly three decades leading Aethon Capital, Founder & CEO Jonathan Hargrove shares the lessons that have most shaped his approach to investing and leadership.
Aethon's recent acquisition of Stratos Aerospace Components positions the firm to capture significant value from the multi-year commercial aerospace production ramp. David Chen explains the thesis.
After a stronger-than-expected 2024, the global economy enters 2025 with surprising momentum but meaningful headwinds. We outline our base case, key risks, and portfolio positioning for the year ahead.
As central banks maintain restrictive monetary policies, private market investors must adapt their strategies. We examine the implications for deal structuring, valuations, and portfolio construction in the current macro environment.
Since Aethon's acquisition in October 2024, MedTech Solutions has accelerated its product development roadmap and expanded into three new service lines. A closer look at the value creation strategy driving results.
Decarbonization is increasingly a source of competitive advantage, not just a compliance burden. We share findings from across Aethon's portfolio on how sustainability initiatives are driving tangible financial returns.
Rising rates and shifting work patterns have created significant dislocations in European property markets. We identify the sectors and geographies where we see the most compelling risk-adjusted returns.
As traditional banks continue to retreat from middle-market lending, private credit managers are filling the void with more flexible, tailored solutions. We explore the structural trends reshaping the credit landscape.
Our quarterly macro outlook examines the diverging paths of major economies, the implications of the U.S. election cycle for markets, and our positioning across asset classes heading into the second half of 2024.
The energy transition is creating a multi-trillion dollar infrastructure investment opportunity. We separate signal from noise and outline our framework for evaluating renewable energy, grid modernization, and energy storage investments.
Aethon Capital has been named to the Institutional Investor's list of 'Best Places to Work in Finance' for the seventh consecutive year, reflecting the firm's commitment to talent development and inclusive culture.