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.

Why Hybrid Financing Is Becoming the Default Playbook

Hybrid financing takes hold, lower-quality credit stays resilient, Latin America sees fresh VC activity, and NFL private equity deals gain momentum.

The Future of Deal Financing Is Becoming More Fragmented — and More Flexible

The battle between traditional banks and private credit is no longer a zero-sum game.

Private Markets Are Repricing Patience

We're covering private real estate against other asset classes, PE investments in infrastructure, fundraising shifting from growth capital to liquidity capital, and the real cost of modern liquidity.

The Structural Decline of U.S. Dollar Purchasing Power Since the Nixon Shock

The long-term erosion of the U.S. dollar’s purchasing power represents one of the most important macroeconomic developments of the modern financial era.

REITs vs. Private Real Estate: What 25 Years of Data Reveals

Real estate has long occupied a unique place in investor portfolios.

From Illiquidity Premiums to India’s Space Boom

The illiquidity premium and the default rates in private credit, Canada’s late stage venture capital problem, and India’s $1.1B space tech unicorn.

PE’s Favorite Exit Strategy Isn’t an Exit Anymore

Covering the growing fragility behind global energy markets, private capital’s widening sector divide, continuation vehicles reshaping PE liquidity, and why tariffs are increasingly landing on the US consumer.

Who Is Paying the Tariff?

The cleanest answer is also the least politically convenient one: American consumers and firms are paying most of it.

Energy Is a Fragile System (On short term prices)

Oil supply flows through global pipelines and shipping routes, refineries operate continuously, and consumption grows gradually with the world economy. But this apparent stability is misleading.

Where Private Credit Breaks (and Where You Win)

Beyond the Expert Call: How Exact Insight Is Redefining Private Equity Diligence

Private equity firms have long relied on expert calls to pressure-test investment theses.