How to Invest in Women’s Health: An Institutional Investor’s Guide
Maryann Selfe explains how family offices and institutional investors can invest in women’s health through funds, direct deals and diversified platforms.
How AI Is Reshaping Private Capital Markets
Artificial intelligence is reshaping private capital markets. Explore how capital concentration is changing venture capital, private equity and institutional investing.
When the Playbook Stops Working: What the ECB’s Dilemma Reveals About Europe’s Ageing Economy and the Women’s Health Opportunity
Europe’s central banks are confronting inflation driven by geopolitics, ageing populations and structural change rather than traditional demand cycles. The same forces exposing the limits of monetary policy are reshaping healthcare systems—and creating one of the largest overlooked investment opportunities in women’s health.
Gilead’s $11.5B Bet: What Two Companies Saw in One Week
Gilead and UCB deployed $3B+ on similar autoimmune drugs within days. What this pharmaceutical investment convergence signals for institutional investors tracking women’s health.
Is Women’s Health a Good Investment Opportunity for Private Wealth?
$124 trillion is transferring to women. Women’s health receives 6% of healthcare investment. These are not two separate facts. They are one investment thesis.
For private wealth professionals and the HNW clients they advise, that thesis demands a direct answer to a direct question: is women’s health actually a good investment opportunity?
The Future of Healthcare Innovation
7 Min Read How aging populations, rising costs, and institutional inertia quietly reshaped medicine into one of the largest sectors of the modern economy. Between 1970 and 2010, employment in healthcare administration in the United States grew by roughly 3,200%. Over the same period, the number of physicians grew by only about 150%. In essence, […]
When Care Becomes Capital
Blackstone and TPG’s acquisition of Hologic isn’t just a medtech move. It’s a cultural signal. Here’s what it reveals about the next trillion-dollar frontier in women’s health.
The Signals I’m Watching in Women’s Health as 2026 Approaches
7-10 Min Read An investor’s view on where distribution power, evidence, and risk are quietly shifting This essay reflects a capital allocator’s perspective on how women’s health investing is being re-evaluated as the healthcare market resets into 2026. Rather than cataloguing trends, it examines how investor conviction is forming in practice through changes in distribution […]