The New Diligence Question: Is Data a Moat—or a Trap?

The Fed Tightens Again, and the Dollar May Be the Next Pressure Point

The Federal Reserve has reopened a part of the macro cycle that many investors had begun to treat as closed.

The AI-First Portfolio Company

Is AI actually changing the economics of the business?

PE’s Macro Playbook Just Changed

Private equity is hunting macro alpha as default risk cools and another 25 basis point rate move comes into focus.

AI Leads as Investors Bet on Structural Growth

Which macro driven investment theme will create the greatest opportunity over the next three years?

Healthcare’s $281B Rebound, PE’s Distribution Problem, Oil Shock Hits the Fed

Healthcare M&A rebounds, distributions lag, and higher oil prices put rates back in focus.