The Weakening Dollar and the Private Equity Borrowing Playbook
For nearly eight decades, the U.S. dollar has underpinned the architecture of global finance—an unrivaled medium of exchange, benchmark for valuation, and anchor for cross-border capital. But that foundation is shifting.
Exit Stage Europe, Enter ESG: What’s Moving PE This Week
European private equity cools as exits dry up and valuations reset, while ESG gains regulatory bite and S&P bets big on data. The week’s story is discipline—less champagne, more spreadsheets.
Scott Bessent’s $20 Billion Bet: How Washington Is Wagering on Argentina’s Comeback
In a rare alignment of fiscal discipline, monetary orthodoxy, and international diplomacy, Argentina is staging a comeback few would have thought possible just a year ago.
Over the past decade, European private equity (PE) has evolved through distinct cycles of expansion, contraction, and recalibration, shaped by macroeconomic turbulence, shifts in monetary policy, and fluctuating investor sentiment.
AI Joins the Cap Table: Algorithms Are Now Powering PE Deal Sourcing
Artificial intelligence is reshaping private equity, helping firms spot opportunities earlier, improve sourcing efficiency, and turn deal flow into a real competitive edge.
The Gold Run: Repricing Trust in the Age of Monetary Excess
For most of the postwar era, the U.S. dollar has stood as the cornerstone of the international monetary system—a global benchmark for value, liquidity, and safety.
Deal sourcing has always been central to the private markets ecosystem, but in recent years it has become simultaneously more complex and more competitive.
Most investors spend their energy debating what to invest in, stocks vs. real estate, public markets vs. private equity, safe bonds vs. aggressive startups.
The last decade has redefined how investors perceive risk. The U.S. economy, once anchored by predictable cycles, now oscillates between expansion and contraction amid structural shifts, inflationary persistence, and policy volatility.
