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Macro View

The Gold Run: Repricing Trust in the Age of Monetary Excess

Oct 14, 2025

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9 min read

The Gold Run: Repricing Trust in the Age of Monetary Excess

For most of the postwar era, the U.S. dollar has stood as the cornerstone of the international monetary system—a global benchmark for value, liquidity, and safety.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Long Form Article

Private Equity Exits & Liquidity in Europe: A Market Caught in the Crosscurrents

Oct 14, 2025

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6 min read

Private Equity Exits & Liquidity in Europe: A Market Caught in the Crosscurrents

European private equity (PE) markets are undergoing a prolonged adjustment phase.

Research Deep Dive

The State of Deal Sourcing in Private Markets

Oct 14, 2025

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10 min read

The State of Deal Sourcing in Private Markets

Deal sourcing has always been central to the private markets ecosystem, but in recent years it has become simultaneously more complex and more competitive.

Weekly Round Up

Liquidity Isn’t A Gift—It’s a Trap

Oct 8, 2025

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12 min read

Liquidity Isn’t A Gift—It’s a Trap

Liquidity feels like freedom but often erodes wealth when volatility hits. True compounding survives through patience, not constant access.

Research Deep Dive

Time Is the Real Asset

Oct 7, 2025

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11 min read

Time Is the Real Asset

Most investors spend their energy debating what to invest in, stocks vs. real estate, public markets vs. private equity, safe bonds vs. aggressive startups.

Macro View

Macroeconomic Volatility as a Wealth Destroyer

Oct 7, 2025

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7 min read

Macroeconomic Volatility as a Wealth Destroyer

The last decade has redefined how investors perceive risk. The U.S. economy, once anchored by predictable cycles, now oscillates between expansion and contraction amid structural shifts, inflationary persistence, and policy volatility.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

PE’s $1.8T Tightrope: Exits, Deals, and the Next Capital Shift

Oct 1, 2025

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13 min read

PE’s $1.8T Tightrope: Exits, Deals, and the Next Capital Shift

From biopharma’s boom and EA’s $55B take-private to the $42B US-UK tech pact and a $10.5T allocator reshuffle—why private equity’s future hinges on flexibility.

Research Deep Dive

Private Equity Opportunities in a $1.8 Trillion Market Defined by Capital Scarcity, Selective Risk-Taking, and Structural Bottlenecks

Sep 30, 2025

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13 min read

Private Equity Opportunities in a $1.8 Trillion Market Defined by Capital Scarcity, Selective Risk-Taking, and Structural Bottlenecks

The global biopharmaceuticals market is on track to expand from $469 billion in 2024 to nearly $1.8 trillion by 2034, compounding at 14% annually.

Macro View

Transatlantic Tech Alliance: The $42 Billion US-UK Tech Prosperity Deal and the Road Ahead

Sep 30, 2025

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10 min read

Transatlantic Tech Alliance: The $42 Billion US-UK Tech Prosperity Deal and the Road Ahead

The United States and the United Kingdom have taken their most ambitious step yet toward cementing a transatlantic technology alliance

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Survey

Exit Strategies in Flux: What’s Most Attractive Now?

Sep 30, 2025

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3 min read

Exit Strategies in Flux: What’s Most Attractive Now?

With IPO windows still largely shut and valuations swinging between optimism and caution, private equity sponsors are rethinking how best to exit portfolio companies.

Weekly Round Up

40+ Cars Per Charger, Hologic $14.7B Deal & Liquidity Pressure Trends

Sep 24, 2025

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11 min read

40+ Cars Per Charger, Hologic $14.7B Deal & Liquidity Pressure Trends

EV charging demand is outpacing supply, mega healthcare deals return, and liquidity pressures test how private equity navigates today’s market.

Monthly Deep Dive

Electric Vehicle Charging Stations Market: A Private Equity Investment Thesis

Sep 23, 2025

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17 min read

Electric Vehicle Charging Stations Market: A Private Equity Investment Thesis

The electric vehicle (EV) revolution is no longer a distant prospect but a present reality reshaping global mobility. By 2024, more than 17 million EVs were sold worldwide, marking a 25% increase compared to 2023

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