When Markets Grow but Companies Don't Win

Why bigger funds are generating lower returns, why fundraising has become a battle for LP attention, and why liquidity is returning—but only for the highest-quality assets.

America's Fiscal Crossroads: Why the National Debt Is Becoming the Defining Macro Variable for Investors

How deficits, demographics, and rising interest costs are reshaping long-term investing.

The Independent Sponsor Paradox: Smaller Capital Pools, Bigger Return Potential

Breaking down the structural advantages behind independent sponsor performance.

The Financing Window Is Reopening

How credit and financing conditions for M&A are expected to evolve over the next year, while still some concer on default rates.

Credit Markets Are Reopening, But Optimism Remains Selective

Housing Heats Up, Europe Wins EVs and AI Unlocks Liquidity

When the Stadium Lights Dim: From World Cup Boom to Geopolitical Risk

Residential Real Estate in 2026

Private Credit’s Par Problem, PayPal’s $53B Bid & More

Continuation vehicles are clearing at par—at least on paper—while fintech scale, AI infrastructure and strategic buyers continue to reshape the deal market.

Pricing for Growth, Blockchain for Insurance & the Search for Liquidity

Blockchain reshapes insurance, IPOs lose appeal, pricing drives growth, and private markets stay active.

Chain Reaction: The Rise of Blockchain in Insurance Markets

The rapid growth of blockchain in insurance underscores its transformative potential, with applications ranging from smart contracts to enhanced cybersecurity.

The Boomcession Economy: Strong Headlines, Weak Household Confidence

The U.S. economy is sending two very different signals.