The Bottleneck and the Breakout: What’s Really Driving PE Growth in 2025
Private equity is facing a liquidity bottleneck just as portfolio companies deliver outsized growth. This tension is reshaping how firms exit, deploy capital, and capture value in 2025.
U.S. State GDP and Industry Performance, Q2 2025: Divergent Growth Across the Economic Landscape
The Bureau of Economic Analysis (BEA) has released its second-quarter 2025 data on gross domestic product (GDP) and personal income by state, alongside 2024 personal consumption expenditure figures.
$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike
Private equity is entering a new phase of higher-quality deals, longer holds, and rising AI-driven energy demand. Liquidity is tightening, but conviction is growing.
The Classic Macroeconomic Cycle: From Jobs to the Fed to Markets
For over half a century, the U.S. economy has moved to a familiar rhythm — employment weakens, the Federal Reserve reacts, and financial markets adjust.
Where the Smart Capital Is Going in Private Markets
Capital is getting smarter — not faster. Endowments and LPs are shifting toward steady yield, tighter allocations, and long-term conviction in private markets.
U.S. Private Employment: A Modest Rebound Amid Structural Shifts
After two months of contraction, the U.S. private labor market finally saw a modest rebound in October 2025, according to the latest ADP National Employment Report.
University Endowments and the Rise of Alternatives: The Expanding Role of Universities as Private Equity LPs
University endowments have long served as the financial backbone of higher education, sustaining academic excellence, research, and student opportunity across generations.
Liquidity, Concentration, and Big Bets: Your Weekly PE Roundup
Private equity is regaining traction as $1.9T in deal flow meets tighter liquidity and disciplined diversification. Investors are balancing conviction and caution in a cautiously reopening market.
