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Weekly Round Up

Buyouts Split, Credit Scales, KKR Eyes $10B Prize

Feb 5, 2026

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8 min read

Buyouts Split, Credit Scales, KKR Eyes $10B Prize

North America outruns the world, private credit becomes "infrastructure," and the $1.5T AI capex boom.

Weekly Round Up

$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

Feb 3, 2026

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9 min read

$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

Semi-liquid strategies capture 53% of new capital and tender offers lead liquidity plans, while SEC rules open public fundraising doors.

Macro View

Shifting Ground Beneath the Calm

Feb 2, 2026

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4 min read

Shifting Ground Beneath the Calm

The surface of global financial markets looks deceptively smooth.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Research Deep Dive

Illiquidity and the Preservation of Wealth

Feb 2, 2026

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11 min read

Illiquidity and the Preservation of Wealth

Why Private Markets Protect Capital in a Headline-Driven World.

Weekly Round Up

Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

Jan 29, 2026

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7 min read

Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

EQT acquires Coller Capital for up to $3.7B and management teams top underwriting priorities, while banks quietly fuel the private credit boom.

Long Form Article

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

Jan 28, 2026

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5 min read

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

After two years of muted activity, private equity in Latin America is staging a comeback.

Survey

What Matters Most When Underwriting a New Platform Today?

Jan 28, 2026

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3 min read

What Matters Most When Underwriting a New Platform Today?

In today’s more selective private equity environment, underwriting discipline has become as important as creativity.

Long Form Article

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

Jan 28, 2026

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9 min read

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

The rapid expansion of private credit has reshaped the modern financial system, blurring traditional boundaries between banks and nonbank lenders.

Weekly Round Up

$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

Jan 27, 2026

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9 min read

$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

Continuation vehicles hit $100B and semi-liquid strategies capture 53% of capital, while healthcare PE rebounds with $190B in deals.

Macro View

US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

Jan 26, 2026

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8 min read

US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

Inflation in the United States has entered a paradoxical phase.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Monthly Deep Dive

Healthcare Private Equity in 2025

Jan 26, 2026

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22 min read

Healthcare Private Equity in 2025

How capital discipline, operational execution, and sector specialization are reshaping private equity returns—and setting the agenda for 2026

Weekly Round Up

$22B Funds Win While Everyone Else Struggles — Here’s Why

Jan 22, 2026

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8 min read

$22B Funds Win While Everyone Else Struggles — Here’s Why

KKR hits its $22B hard cap and private credit volumes stabilize at $17B/quarter, while dealmakers face a sourcing bottleneck.

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