A New Cycle for Private Markets: Building with Foresight and Conviction

By Martim Neves, Managing Partnerat Full House Partners As we enter 2025, a new sense of optimism is reshaping private markets. Across the globe, capital markets are adjusting to a dynamic rate environment, and we are seeing a noticeable uptick in deal volumes. At Full House Partners Capital, these developments align closely with what we’ve […]

European Stocks: Utilities and Real Estate Set for a Strong Rally in 2025

By Martim Neves, Managing Partnerat Full House Partners As we move through 2025, the landscape for European equities is shifting, and at Full House Partners Capital, we’re seeing meaningful opportunities emerge—especially across utilities, real estate, and food retail. Stronger Fundamentals and Policy Tailwinds This year, the STOXX 600 index—tracking 600 of Europe’s largest companies—has already […]