This month’s insights reflect a cautiously adaptive global investment environment. Across regions, investors emphasised resilience, disciplined capital deployment, and the growing value of cross-border collaboration amid ongoing political and economic realignments.

What’s happening in Australia

Craig Astill, Managing Director & CEO of Caason Group noted that Australia’s investment climate remains shaped by deep political division over energy policy. “We’ve moved away from domestic manufacturing,” he said, describing how the shift has left the economy exposed. The split between renewables and nuclear has delayed large-scale projects and unsettled confidence ahead of the next federal election. In Victoria, new property taxes and migration-linked social strain continue to weigh on local markets. Another Australia-based investor added that carbon credits are now “an investment proposition throwing off mid-20% ROI,” supported by bank loans covering up to 80% of project value.

What’s happening in Israel

Despite ongoing geopolitical challenges, investor sentiment remains firm. “It’s an explosion of AI companies, both at the infrastructure level and in agent models,” said one investor from Israel. Another Israeli investor observed that deep tech and climate resilience are driving early-stage innovation, led by founders accustomed to navigating instability. A third Israel-based investor reported that “U.S. investors are doubling down,” anticipating renewed momentum once peace talks conclude, while $900 million was invested in startups last September alone.

What’s happening in the United States

Carl Jones, Founder at Inhite Ventures described a “mixed domestic outlook” shaped by a temporary government shutdown and anticipation of a quarter-point interest rate cut. Gold prices have doubled this year as investors move toward safety, though startup activity continues. Capital is gradually shifting abroad, reflecting cautious diversification amid high valuations and tightening liquidity.

What’s happening in Germany

Anneliese Sound, Managing Director at Future Potential Management described Germany’s economy as hesitant but strategically reorienting. “People are still reluctant to invest,” she said, citing debate over tax increases and labour shortages. Yet, she noted a “shift toward AI and dual-use defence technologies” as traditional industries adapt to security and demographic pressures. Mid-sized family firms remain slow to digitise, widening the need for foreign expertise.

What’s happening in Africa

Hubert Danso, CEO and Chairman at Africa Investor Group reported that institutional focus is accelerating around green industrial and AI-driven infrastructure projects. Pension and sovereign wealth funds are aligning with sustainability mandates, using technology to guide investment decisions. Africa Investor’s initiatives are drawing growing co-investment interest from international partners.

Investor reflections and community engagement

Across the session, participants underlined the importance of active collaboration and transparent dialogue. “Most members in this club are very open-minded and share honest opinions,” said Sebright Chen, Chairman and CEO of Summer Atlantic Capital. The Global Investment Leaders Club continues to support that exchange through structured deal flow, one-to-one meetings, and a member network spanning over 20 countries.

To gain direct access to investors sharing insights like these and explore live opportunities across global markets, visit the G.I.L.C. portal to join our private investment video calls and community sessions