PE Liquidity Pressure: A Growing Strain Across the Private Equity Landscape
Private equity (PE) firms are facing mounting liquidity pressure as longer holding periods, valuation mismatches, and increased investor demands converge to stress the traditional PE exit cycle.
Inflation Turns Debt Into Alpha — How PE Is Compounding Through 2025
As inflation quietly erodes the real value of debt, private equity firms are redefining leverage itself—borrowing in paper, building in substance, and turning monetary drift into long-term compounding power.
U.S. International Investment Position, Q2 2025: Trends, Shifts, and Outlook
The U.S. net international investment position (NIIP)—the difference between what U.S. residents own abroad and what foreigners own in the United States—stood at –$26.14 trillion at the end of the second quarter of 2025.
The Weakening Dollar and the Private Equity Borrowing Playbook
For nearly eight decades, the U.S. dollar has underpinned the architecture of global finance—an unrivaled medium of exchange, benchmark for valuation, and anchor for cross-border capital. But that foundation is shifting.
Exit Stage Europe, Enter ESG: What’s Moving PE This Week
European private equity cools as exits dry up and valuations reset, while ESG gains regulatory bite and S&P bets big on data. The week’s story is discipline—less champagne, more spreadsheets.
Scott Bessent’s $20 Billion Bet: How Washington Is Wagering on Argentina’s Comeback
In a rare alignment of fiscal discipline, monetary orthodoxy, and international diplomacy, Argentina is staging a comeback few would have thought possible just a year ago.
Over the past decade, European private equity (PE) has evolved through distinct cycles of expansion, contraction, and recalibration, shaped by macroeconomic turbulence, shifts in monetary policy, and fluctuating investor sentiment.
AI Joins the Cap Table: Algorithms Are Now Powering PE Deal Sourcing
Artificial intelligence is reshaping private equity, helping firms spot opportunities earlier, improve sourcing efficiency, and turn deal flow into a real competitive edge.
