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Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private markets deliver 400–850 bps in alpha and add-ons reach $475B, while 80% of firms report rising liquidity pressure.

Research Deep DiveResearch Deep Dive
Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

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The U.S. Cost of Living: Inflation, Interest Rates, and the Persistence of Household Strain

The U.S. Cost of Living: Inflation, Interest Rates, and the Persistence of Household Strain

The U.S. economy has entered a phase best described as macroeconomic normalization without microeconomic relief.

Gaston Brizuela Bosio
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The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

The bid-ask gap is freezing deal flow, private credit fears are shifting toward liquidity risk, the U.S. South is outperforming as PE’s quiet powerhouse, and college sports just became a bona fide investable asset class.

Long Form ArticleLong Form Article
Private Credit’s Liquidity Illusion

Private Credit’s Liquidity Illusion

In a proprietary PE150 survey of 132 industry professionals, one risk loomed larger than all others: illiquidity in distressed scenarios.

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The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

Tender offers overtake IPOs as the top liquidity choice (39%) and oil & gas rebounds as a tax shelter, while 50% of GPs make exits their #1 priority.

Research Deep DiveResearch Deep Dive
Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

The U.S. energy sector remains one of the most resilient and financially compelling markets for investors seeking tax efficiency, stable cash flow, and returns naturally protected against inflation.

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A World of Debt: Why the Global Economy Is Entering a Critical Phase

A World of Debt: Why the Global Economy Is Entering a Critical Phase

The global economy is approaching a turning point in the way public debt shapes development.

Gaston Brizuela Bosio
Expert CallsExpert Calls
Inside the 2025 Exit Cycle: Structural Shift or Another False Start?

Inside the 2025 Exit Cycle: Structural Shift or Another False Start?

Key Takeaways from Our Conversation with EY’s Peter Witte

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Returns, Rates & Roadblocks: The State of Private Markets

Returns, Rates & Roadblocks: The State of Private Markets

A clear look at how Fed pivots, valuation gaps, and semiliquid PE returns are reshaping private markets—and where private credit continues to pull ahead.

Long Form ArticleLong Form Article
Private Debt Indexes vs. Real Estate: A Decade of Comparative Performance

Private Debt Indexes vs. Real Estate: A Decade of Comparative Performance

In recent years, investors have increasingly turned toward private debt as an alternative to traditional fixed-income strategies.

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Holiday Spending Resilience Amid Inflation Pressures: What Black Friday 2025 Reveals About the U.S. Economy

Holiday Spending Resilience Amid Inflation Pressures: What Black Friday 2025 Reveals About the U.S. Economy

The 2025 holiday shopping season has opened with a striking paradox that underscores the complex state of the U.S. economy:

Gaston Brizuela Bosio
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