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Weekly Round Up

Private Credit’s Weak Spots Are Starting to Show

Jun 9, 2026

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4 min read

Private Credit’s Weak Spots Are Starting to Show

Covering private credit biggest vulnerabilities, IPO cycle becoming dependent on three main companies, private capital market AUM, and the recurrent PE liquidity stress.

Macro View

AI, Productivity and the Solow Growth Channel: Why Higher A Matters Now

Jun 8, 2026

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5 min read

AI, Productivity and the Solow Growth Channel: Why Higher A Matters Now

AI as the New Engine of Solow Growth

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Research Deep Dive

Latin America Private Capital Fundraising Report

Jun 8, 2026

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15 min read

Latin America Private Capital Fundraising Report

From PE Dominance to Multi-Strategy Maturity: Capital Concentration, Manager Expansion, and the Rise of Real Assets (2006–1H 2025)

Weekly Round Up

The $1 Trillion AI IPO Question Everyone’s Asking

Jun 4, 2026

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3 min read

The $1 Trillion AI IPO Question Everyone’s Asking

Sticky inflation, private credit stress, UK PE value creation, and OpenAI’s possible IPO.

Survey

Inflation Isn’t Dead. PE Just Learned to Live With It.

Jun 3, 2026

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1 min read

Inflation Isn’t Dead. PE Just Learned to Live With It.

Private equity has spent the last three years waiting for inflation to “normalize.”

Weekly Round Up

AI Took Another Step Toward Replacing White-Collar Work

Jun 2, 2026

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3 min read

AI Took Another Step Toward Replacing White-Collar Work

Covering how AI is redifining the labor`s market, Gross PE returns across different managers and how supply chain stress is growing again, pushed by geopolitical tensions and energy costs shock.

Research Deep Dive

AI vs Jobs: The Great Labor Market Decoupling

Jun 1, 2026

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8 min read

AI vs Jobs: The Great Labor Market Decoupling

For decades, labor markets and financial markets largely moved in tandem.

Macro View

Global Supply Chains Enter a New Phase of Persistent Friction

Jun 1, 2026

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5 min read

Global Supply Chains Enter a New Phase of Persistent Friction

Global supply chains are once again becoming a central macroeconomic concern.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

LPs Continue to Bet on Private Markets

May 28, 2026

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3 min read

LPs Continue to Bet on Private Markets

We're covering LP’s commitment to private markets, South America fintech landscape, and CVC €4B exit in Naturgy.

Weekly Round Up

Gaming Deals Surge as Policy Uncertainty Returns

May 26, 2026

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4 min read

Gaming Deals Surge as Policy Uncertainty Returns

We're covering private equity`s investment trends in the gaming industry, global PE fundraising activity by top 10 firms AUM, evergreen capital continues on the rise, and Economic policy uncertainty returning to disrupting levels.

Research Deep Dive

The New Empire of Play

May 26, 2026

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12 min read

The New Empire of Play

How Video Games Became One of the Most Powerful Markets in the Global Economy

Macro View

Economic Policy Uncertainty Reaches Levels Reminiscent of Past Global Crises

May 26, 2026

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3 min read

Economic Policy Uncertainty Reaches Levels Reminiscent of Past Global Crises

Global economic policy uncertainty has risen sharply over the past year, reaching levels that increasingly resemble periods associated with major systemic shocks such as the 2008 Global Financial Crisis and the COVID-19 pandemic.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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