ZUWAX Smart Letter
The Smart Letter combines magazine and newsletter in one format. Here you will regularly find engaging articles on topics from the world of capital markets and private markets. Once a month you also receive our extensive newsletter with numerous insights and updates.
Latest articles

8 August 2026
Private Equity NXT: The portfolio is gathering pace
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4 July 2026
SpaceX, Anthropic, OpenAI: The year of mega IPOs
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6 June 2026
Strategy update 2026: How we are positioning our portfolios for the months ahead
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5 June 2026
After the exit: what many entrepreneurs underestimate when investing
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7 April 2026
Volatility: fluctuations are the price of long-term returns
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6 March 2026
Iran conflict: what the escalation means for the economy and investors
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3 March 2026
Polymarket, Kalshi and Co: Prediction Markets go mainstream
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10 January 2026
Strong results versus the market
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9 January 2026
New year, new opportunities: 2026 could write VC history
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23 December 2025
2025 in the rear-view mirror: A successful year for the convinced
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2 December 2025
Specialisation in Europe, AI dominance in Silicon Valley
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26 November 2025
Monetary policy: how the US Federal Reserve influences the markets with its strategy
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13 November 2025
K-shaped economy: what the economic split means for investors
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10 November 2025
Private Equity: How professionals invest and what private investors can learn
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7 November 2025
AI rally: why concentrated markets need not be an alarm signal
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5 November 2025
Private Debt: How professionals invest and what private investors can learn
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3 November 2025
AI drives record financings, US policy steers capital flows
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29 October 2025
Emerging markets on the rise: growth returns to the exchanges
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27 October 2025
Infrastructure: how professionals invest and what private investors can learn
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16 October 2025
Year-end rally: myth or a real opportunity for investors?
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10 October 2025
Private Debt: The quiet boom beyond the bond markets
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10 October 2025
Infrastructure investments: concrete, bytes and trillions
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1 October 2025
Between boom and brake: US tech in transition
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24 September 2025
Goldilocks environment: when the economy is “just right”
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With the ZUWAX Smart Letter we inform you each month about developments and trends in the capital market and private markets.