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Research Deep Dive

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

Dec 16, 2025

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16 min read

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

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

Macro View

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

Dec 16, 2025

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9 min read

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
Gaston Brizuela Bosio

Weekly Round Up

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

Dec 11, 2025

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7 min read

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 Article

Private Credit’s Liquidity Illusion

Dec 11, 2025

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3 min read

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.

Weekly Round Up

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

Dec 9, 2025

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10 min read

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 Dive

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

Dec 9, 2025

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13 min read

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.

Macro View

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

Dec 9, 2025

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6 min read

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
Gaston Brizuela Bosio

Expert Calls

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

Dec 4, 2025

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5 min read

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

Key Takeaways from Our Conversation with EY’s Peter Witte

Weekly Round Up

Returns, Rates & Roadblocks: The State of Private Markets

Dec 3, 2025

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11 min read

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 Article

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

Dec 2, 2025

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4 min read

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.

Macro View

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

Dec 2, 2025

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6 min read

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
Gaston Brizuela Bosio

Research Deep Dive

Fed Rates as Signals for Investors

Dec 2, 2025

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16 min read

Fed Rates as Signals for Investors

For decades, investors have tried to interpret the cadence of the Federal Reserve’s policy cycle — when to expect the next rate cut, how to allocate across asset classes, and which indicators truly signal a durable recovery.

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