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Weekly Round UpWeekly Round Up
Canada Rebounds to $365.9B — But Deal Volume Stalls

Canada Rebounds to $365.9B — But Deal Volume Stalls

Big checks are back — but the fine print on risk is getting louder.

Long Form ArticleLong Form Article
Canada M&A: From Peak Euphoria to Selective Rebound

Canada M&A: From Peak Euphoria to Selective Rebound

Canadian M&A over the past decade reflects a full valuation cycle: expansion, dislocation, reset, and early recovery.

Weekly Round UpWeekly Round Up
Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

This week we're covering the capital raised by Latin America focused funds, the new SEC regulation, and the gold vs US real estate vs inflation race.

Research Deep DiveResearch Deep Dive
Why Real Estate Outperforms Gold as an Inflation Hedge

Why Real Estate Outperforms Gold as an Inflation Hedge

While many economists highlight broader disinflationary trends and anticipate easing inflation in the second half of 2026, shelter inflation continues to exceed the headline rate.

Macro ViewMacro View
Growth Accounting and Capital Deepening: Panel Evidence

Growth Accounting and Capital Deepening: Panel Evidence

This study uses a panel dataset of country-level macroeconomic variables commonly employed in growth accounting and productivity analysis.

Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
US PE Activity Climbs as GPs Double Down on Continuation Plays

US PE Activity Climbs as GPs Double Down on Continuation Plays

This week we're Americas PE deal activity, the rise of amended PIK, and how according to out latest survey, continuation vehicles are mostly viewed as a value creation tool.

SurveySurvey
Continuation Vehicles: Value Creation Tool or Liquidity Patch?

Continuation Vehicles: Value Creation Tool or Liquidity Patch?

In our latest PE150 micro survey of 58 professionals, sentiment around GP led continuation vehicles is anything but uniform.

Long Form ArticleLong Form Article
Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Payment-in-kind (PIK) interest has moved from a marginal feature of private credit documentation to a central indicator of borrower stress and portfolio risk.

Weekly Round UpWeekly Round Up
$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

This week we're covering ESG’s shift from federal pause to state-level acceleration (with Scope 3 now in play)

Monthly Deep DiveMonthly Deep Dive
The Sharpening Cycle

The Sharpening Cycle

Discipline, Dry Powder, and the New Rules of Buyouts

Long Form ArticleLong Form Article
Private Equity Exits Are Reawakening in Europe

Private Equity Exits Are Reawakening in Europe

After two years of drought, Europe’s private equity exit market is showing real signs of life.

Macro ViewMacro View
America’s Fiscal Drift and the Quiet Threat to Dollar Supremacy

America’s Fiscal Drift and the Quiet Threat to Dollar Supremacy

For half a century, American fiscal expansion could be rationalised as cyclical necessity, strategic competition, or temporary emergency. That argument is now harder to sustain.

Gaston Brizuela Bosio
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