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

Regional Snapshots: Capital Flows and Core Themes

What’s happening in the United States

Political chaos continues to dampen confidence. Carl Jones, Founder at Inhite Ventures from the USA confirmed a major surge of interest in dual-use applications across healthcare and deep tech. You can use defense budgets as a first customer, reducing your deployment risk while accessing commercial markets. Despite the chaotic political scene, venture capital deal flow has not stopped in AI, healthcare, media, and tech. Robert Herzog, Managing Partner at Breaking Wave Capital from the USA noted deal flow resilience suggests the market levels toward the mean. However, concerns about high valuation levels indicate investors should use caution in deployment timing. Another investor from the USA noted China controls roughly 50% of critical mineral supply chains. This issue forces strategic investment in minerals and domestic sourcing as a hedge against future geopolitical friction.   

What’s happening in Africa

Emerging markets in Africa show strong positive momentum. Florent Nduwayezu, Syndicate Investor at EUVC from Kenya reported increased venture capital investments; the volume is on track to surpass 2023 figures. This signals a market recovery. Funds face deployment urgency ahead of the 2027 elections; you should commit capital now. The primary focus is using AI to digitize massive manual processes in the traditional economy. This offers a significant growth opportunity.   

What’s happening in Saudi Arabia

The country maintains a major strategy to diversify away from oil dependence. This drives fast growth in manufacturing, finance, tourism, and healthcare. An investor from Saudi Arabia noted a powerful demographic tailwind; 60% of the population is under 36 years old. The wellness, fitness, and sports sectors are expanding fast. The nation builds an integrated wellness strategy using AI to improve preventive health and lifestyle pillars.   

What’s happening in the Nordics

Dual-use and defense technology is a hot topic in the Nordics, confirmed Pasi Pohjala, Founder and CEO at ATG Consulting from Finland. The trend is reinforced by NATO funding and dedicated accelerator programs. This has led to "reverse dual use," where civilian innovations, such as Medtech products, are positioned for military contracts. You can access substantial defense funding through this strategy.   

Investor Reflections and Community Engagement

Across the session, participants underlined the importance of active collaboration and transparent dialogue. Ambuj Mathur, Managing Partner at Indite Ventures LLP from India emphasized focusing on relationship building over transactional dealings. This culture encourages open and honest feedback among investors. The Global Investment Leaders Club supports this 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