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Weekly Round Up

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

Sep 1, 2026

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4 min read

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

More managers, less track record clarity. Plus, AI enters its prove-it era and cyber budgets keep climbing.

Santiago Morazzani

Macro View

AI’s First Macro Shock May Be Productivity, Not Jobs

Aug 31, 2026

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1 min read

AI’s First Macro Shock May Be Productivity, Not Jobs

Where employment is moving, rather than whether it is disappearing.

Gaston Brizuela Bosio

Research Deep Dive

Aug 31, 2026

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14 min read

The Track Record Trap

Private markets have a peculiar relationship with evidence.

Gaston Brizuela Bosio

Weekly Round Up

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Aug 27, 2026

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3 min read

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Buyout activity rebounds, BDC valuations reshape private credit deployment, and Victory Capital makes a major scale play.

Santiago Morazzani

Weekly Round Up

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

Aug 25, 2026

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4 min read

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

Emerging markets pull ahead in insurance, manager selection becomes the real alpha, and CRE liquidity starts to thaw.

Santiago Morazzani

Research Deep Dive

Aug 24, 2026

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10 min read

The Next Insurance Growth Frontier

Where Protection Gaps, Emerging Markets, and Fiscal Pressure Are Creating New Opportunities for Private Capital

Santiago Morazzani

View full archive →

Your Weekly Edge For Better Deals
In Just 5 Minutes

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

AI’s First Macro Shock May Be Productivity, Not Jobs

The Track Record Trap

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

The Next Insurance Growth Frontier

PE 150

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Your Weekly Edge For Better DealsIn Just 5 Minutes

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

AI’s First Macro Shock May Be Productivity, Not Jobs

The Track Record Trap

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

The Next Insurance Growth Frontier

PE 150

Home

Menu

Your Weekly Edge For Better Deals
In Just 5 Minutes