Expert Calls

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Long Form Article

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Monthly Deep Dive

Weekly Round Up

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI adoption is widespread, but value capture is lagging. Plus, energy’s infrastructure bottleneck and a productivity tailwind for margins.

Gaston Brizuela Bosio

Monthly Deep Dive

Sep 7, 2026

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22 min read

AI Into Value Creation

From Analytics to Portfolio EBITDA.

Gaston Brizuela Bosio

Macro View

Productivity Is Quietly Improving the U.S. Growth Equation

Sep 7, 2026

•

3 min read

Productivity Is Quietly Improving the U.S. Growth Equation

The latest revision to U.S. productivity data offers a relatively constructive signal beneath an otherwise complicated macroeconomic backdrop.

Gaston Brizuela Bosio

Weekly Round Up

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Sep 3, 2026

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4 min read

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Plus: the 60/40 portfolio loses its hedge, data center deals accelerate, and AI moves deeper into PE.

Gaston Brizuela Bosio

Survey

Private Capital Firms Prepare for Increased Deal Activity

Sep 3, 2026

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3 min read

Private Capital Firms Prepare for Increased Deal Activity

Our latest PE150 Micro Survey suggests a meaningful share of the industry is already preparing to put more capital to work.

Gaston Brizuela Bosio

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

•

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

•

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

•

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

Macro View

The Emerging-Market Currency Premium: Mispricing or Compensation for Hidden Risk?

Aug 24, 2026

•

3 min read

The Emerging-Market Currency Premium: Mispricing or Compensation for Hidden Risk?

Higher interest rates across emerging and developing economies are generally interpreted as compensation for weaker institutions, inflation uncertainty, capital-flow volatility and the possibility of sharp depreciation.

Gaston Brizuela Bosio

Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

Archive

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI Into Value Creation

Productivity Is Quietly Improving the U.S. Growth Equation

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Private Capital Firms Prepare for Increased Deal Activity

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

The Emerging-Market Currency Premium: Mispricing or Compensation for Hidden Risk?

PE 150

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