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Why Mid-Market Healthcare Still Prints Alpha

Why Mid-Market Healthcare Still Prints Alpha

It's Wednesday, and we're covering private equity’s dealmaking in mid-market healthcare, share of TTM capital raised in private equity, private credit growth in emerging markets and the structural long-term problem of US trade balance.

Research Deep DiveResearch Deep Dive
The Evolving Landscape of Healthcare Private Equity

The Evolving Landscape of Healthcare Private Equity

Healthcare has become one of the most dynamic and resilient sectors in the global private equity (PE) landscape.

Macro ViewMacro View
The US Trade Deficit: Structural Roots Beyond China

The US Trade Deficit: Structural Roots Beyond China

In recent years, especially during the presidency of Donald Trump, the United States’ trade deficit—particularly with China—has been at the center of political discourse.

Weekly Round UpWeekly Round Up
Private Equity Dealmaking Rebounds, But Selectively

Private Equity Dealmaking Rebounds, But Selectively

PE deal value hit $93B in Q1 2025, but volume remains tight. Discover how sponsors are prioritizing pricing power, exit liquidity, and strategic sectors.

SurveySurvey
Top Value Creation Levers in Private Equity: 2025 Survey Insights

Top Value Creation Levers in Private Equity: 2025 Survey Insights

New survey reveals the most critical levers for private equity value creation in 2025—spanning ops, pricing, digital, and leadership strategies.

Monthly Deep DiveMonthly Deep Dive
Rational Expectations in Private Equity: A 2025 Outlook

Rational Expectations in Private Equity: A 2025 Outlook

Private equity (PE) operates in a world defined by calculated bets, where strategy hinges not only on internal analysis but on external expectations.

Long Form ArticleLong Form Article
Private Equity Exit Slowdown Triggers Fundraising Fatigue

Private Equity Exit Slowdown Triggers Fundraising Fatigue

Global PE exits fell to $80.8B in Q1 2025—stalling capital returns and prolonging fundraising cycles. Here’s what it means for GPs and LPs.

Macro ViewMacro View
Moody’s Downgrades U.S. Credit Rating Over Fiscal Risk and Inflation

Moody’s Downgrades U.S. Credit Rating Over Fiscal Risk and Inflation

Moody’s cuts U.S. credit rating to Aa1, citing growing deficits, political gridlock, and inflation risk. What it means for capital markets and global stability.

Weekly Round UpWeekly Round Up
Homeownership Is Stuck—Private Equity’s U.S. Housing Opportunity

Homeownership Is Stuck—Private Equity’s U.S. Housing Opportunity

And we're covering private equity's residential real estate opportunity, continuation funds are outperforming traditional vehicles, and ESG is positioning itself as a top value creation lever.

Macro ViewMacro View
A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-day US-China tariff pause signals strategic restraint, not resolution. What game theory reveals—and what private equity should prepare for next.

Research Deep DiveResearch Deep Dive
America’s $45T Housing Market: The Private Equity Anchor in a Volatile World

America’s $45T Housing Market: The Private Equity Anchor in a Volatile World

With $45.4T in value, U.S. residential real estate is private equity’s largest, least volatile asset class. Here’s how investors are repositioning for the long game.

Weekly Round UpWeekly Round Up
Private Equity Eyes Africa’s $113B eCommerce Boom and Private Credit’s High-Yield Ascent

Private Equity Eyes Africa’s $113B eCommerce Boom and Private Credit’s High-Yield Ascent

Africa’s digital economy is scaling fast, private credit keeps eating high-yield’s share, and 50% of PE sponsors expect Fed rates to hold. PE150 unpacks the data.

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