Archive

Liquidity Is Breaking Private Equity (Quietly)

We're unpacking the proximity premium shaping alpha generation

Macro View

The $80 Billion Tournament: How the 2026 FIFA World Cup Becomes a US Economic Engine

May 4, 2026

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3 min read

The $80 Billion Tournament: How the 2026 FIFA World Cup Becomes a US Economic Engine

The 2026 FIFA World Cup is not just expanding the game to 48 teams and 104 matches.

Gaston Brizuela Bosio

Research Deep Dive

May 4, 2026

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11 min read

The Edge Game

How Proximity to Information Shapes Market Advantage

Weekly Round Up

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

Apr 30, 2026

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3 min read

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

This week we're covering the largest U.S corporate bond issuers, the U.S average PE deal size, and the $34B Kone TKE deal merger.

Weekly Round Up

$1.4T at Risk? Private Credit Cracks Start to Show

Apr 28, 2026

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4 min read

$1.4T at Risk? Private Credit Cracks Start to Show

This week we're covering overing rising stress beneath private credit’s $1.4T expansion.

Macro View

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

Apr 27, 2026

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3 min read

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

The global monetary system is entering a more fluid phase.

Gaston Brizuela Bosio

Monthly Deep Dive

Apr 27, 2026

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11 min read

The Next Source of Risk

The evolution of credit markets over the past two decades has been defined by a gradual but consequential shift in the locus of financial intermediation.

Weekly Round Up

Private Credit Meets Resistance and EQT Makes a $15B Move

Apr 23, 2026

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4 min read

Private Credit Meets Resistance and EQT Makes a $15B Move

Call it a market in transition, not surrender. The survey shows banks still competitive in the mid-market

Survey

Banks vs. Private Credit: A Market Still in Transition

Apr 23, 2026

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2 min read

Banks vs. Private Credit: A Market Still in Transition

The competitive dynamic between traditional banks and private credit continues to evolve but the latest survey data suggests a market that is far from settled.

Weekly Round Up

The $51.7B Land Grab + PE’s Exit Problem Solved?

Apr 21, 2026

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4 min read

The $51.7B Land Grab + PE’s Exit Problem Solved?

This week we're covering the rise of continuation vehicles as private equity’s new exit playbook

Macro View

Apr 20, 2026

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7 min read

Human Capital to Financial Capital

Education, Earnings Dynamics, and the Economics of Wealth Formation

Gaston Brizuela Bosio

Research Deep Dive

Continuation Vehicles: Private Equity’s New Exit Architecture

Apr 20, 2026

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8 min read

Continuation Vehicles: Private Equity’s New Exit Architecture

Private equity has entered an era where traditional exits can no longer be taken for granted.

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Liquidity Is Breaking Private Equity (Quietly)

The $80 Billion Tournament: How the 2026 FIFA World Cup Becomes a US Economic Engine

The Edge Game

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

$1.4T at Risk? Private Credit Cracks Start to Show

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

The Next Source of Risk

Private Credit Meets Resistance and EQT Makes a $15B Move

Banks vs. Private Credit: A Market Still in Transition

The $51.7B Land Grab + PE’s Exit Problem Solved?

Human Capital to Financial Capital

Continuation Vehicles: Private Equity’s New Exit Architecture

PE 150

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