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Powell's Signal: A Soft Landing... Off a Cliff?

Federal Reserve Chair Jerome Powell has sent his clearest signal yet that interest rate cuts may be imminent.

Gaston Brizuela Bosio

Weekly Round Up

64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

Aug 20, 2025

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12 min read

64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

Rates up, deals down: 64% of value plans now hinge on margin analytics (35.6%) and supply chain optimization (28.8%); B2B cracks, healthcare/IT hold.

Research Deep Dive

Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

Aug 19, 2025

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16 min read

Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

In an era of volatility and higher-for-longer rates, alpha is shifting from financial engineering to precision execution and global opportunity.

Long Form Article

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Aug 19, 2025

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4 min read

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Private equity (PE) firms are staring down a liquidity conundrum — and 2025 may mark a critical turning point.

Survey

Aug 19, 2025

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3 min read

Deal Sourcing Gets a Software Update

In our most recent PE150 microsurvey, we asked 94 professionals across private equity (PE), corporate development, consulting, and investment banking a pivotal question:“Where do you see the most promising deal-generation opportunities emerging?”

Macro View

Aug 19, 2025

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8 min read

M2 Infinity and Beyond

In August 2025, the U.S. money supply (M2) has officially reached an all-time high, climbing back to pre-disinflation levels following a brief contraction in 2022–2023.

Gaston Brizuela Bosio

Weekly Round Up

Where Water Flows, PE Grows-The $22T Water Thesis

Aug 13, 2025

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12 min read

Where Water Flows, PE Grows-The $22T Water Thesis

Compliance-heavy, CapEx-rich niches are minting durable cash flows—$198B by 2032, 77% of VC in North America—prime ground for PE to scale buy-and-build water platforms.

Long Form Article

Aug 12, 2025

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5 min read

Secondaries Get Smarter

The private equity secondaries market has officially roared back to life in the first half of 2025, with total deal volume surpassing $100 billion—an all-time high for any half-year period.

Macro View

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

Aug 12, 2025

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5 min read

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

In a stunning escalation of his “America First” trade strategy, former U.S. President Donald Trump has imposed a 39% tariff on imports from Switzerland, including gold — a decision already reverberating through global markets.

Gaston Brizuela Bosio

Research Deep Dive

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

Aug 12, 2025

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10 min read

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

The water technology sector stands at a pivotal inflection point.

Weekly Round Up

RIP 60/40: Why Private Markets are Taking Over Portfolios

Aug 6, 2025

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12 min read

RIP 60/40: Why Private Markets are Taking Over Portfolios

Alternatives assets are rising and challenging the 60/40 portfolio strategy, while continuation funds see a peak in 2024 and Private Credit rates are lowering.

Macro View

Aug 5, 2025

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5 min read

Transatlantic Tariffs, American Optics

A Deal, But No Final Resolution: Interpreting the EU–US Trade Agreement

Gaston Brizuela Bosio

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Powell's Signal: A Soft Landing... Off a Cliff?

64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Deal Sourcing Gets a Software Update

M2 Infinity and Beyond

Where Water Flows, PE Grows-The $22T Water Thesis

Secondaries Get Smarter

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

RIP 60/40: Why Private Markets are Taking Over Portfolios

Transatlantic Tariffs, American Optics

PE 150

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