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Weekly Round Up

AI's Next Bottleneck, Private Credit's Dispersion & Recession Odds

Jul 16, 2026

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3 min read

AI's Next Bottleneck, Private Credit's Dispersion & Recession Odds

Investors stay cautious, Blackstone backs power infrastructure, and manager selection takes center stage.

Survey

Recession Fears Are Rising, But Panic Is Not

Jul 16, 2026

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2 min read

Recession Fears Are Rising, But Panic Is Not

The U.S. economy continues to send mixed signals. Inflation has moderated, labor markets remain relatively resilient, and financial conditions have eased compared to last year.

Weekly Round Up

The Next Commodity Supercycle Might Be Underground

Jul 14, 2026

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4 min read

The Next Commodity Supercycle Might Be Underground

This week: mining investment trends and the dollar's world role.

Macro View

Stablecoins and the New Era of Digital Dollarization

Jul 13, 2026

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4 min read

Stablecoins and the New Era of Digital Dollarization

For decades, discussions about the U.S. dollar's global dominance centered on trade invoicing, foreign exchange reserves, and the role of U.S. capital markets.

Research Deep Dive

The New Resource Arms Race

Jul 13, 2026

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8 min read

The New Resource Arms Race

For years, metals and mining sat on the sidelines of private capital, overshadowed by software, healthcare, and asset light business models.

Weekly Round Up

The Next Risk in Private Credit Isn't Credit

Jul 9, 2026

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2 min read

The Next Risk in Private Credit Isn't Credit

Why perception is becoming private credit's biggest challenge—and where smart capital is moving next.

Weekly Round Up

Family Offices, Bigger GPs & Better Exits

Jul 7, 2026

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3 min read

Family Offices, Bigger GPs & Better Exits

Family offices gain influence, LPs back fewer GPs, and strategic buyers begin returning to the market.

Macro View

AI, Automation Risk, and the Future of Work

Jul 6, 2026

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4 min read

AI, Automation Risk, and the Future of Work

Artificial intelligence is rapidly shifting from an emerging technology to a core driver of productivity across the global economy.

Research Deep Dive

The Rise of the Modern Family Office

Jul 6, 2026

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10 min read

The Rise of the Modern Family Office

From Exit to Empire

Weekly Round Up

Optimism Returns, Ares Hits Redemption Limits & Bain's €7.4B Bet

Jul 2, 2026

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3 min read

Optimism Returns, Ares Hits Redemption Limits & Bain's €7.4B Bet

Our latest survey reveals a divided macro outlook, private credit faces a liquidity test, and infrastructure assets remain in high demand.

Survey

Microsurvey Insights: Private Equity Sees Growth, but Consensus Remains Elusive

Jul 1, 2026

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2 min read

Microsurvey Insights: Private Equity Sees Growth, but Consensus Remains Elusive

Our latest survey reveals a market that is increasingly optimistic about the U.S. economy, but far from unanimous.

Weekly Round Up

The Quiet Revolution Reshaping Private Equity

Jun 30, 2026

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4 min read

The Quiet Revolution Reshaping Private Equity

Four briefings on the forces reshaping private markets and the global economy.

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