Archive

The Edge Game

How Proximity to Information Shapes Market Advantage

Weekly Round Up

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

Apr 30, 2026

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3 min read

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

This week we're covering the largest U.S corporate bond issuers, the U.S average PE deal size, and the $34B Kone TKE deal merger.

Weekly Round Up

$1.4T at Risk? Private Credit Cracks Start to Show

Apr 28, 2026

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4 min read

$1.4T at Risk? Private Credit Cracks Start to Show

This week we're covering overing rising stress beneath private credit’s $1.4T expansion.

Macro View

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

Apr 27, 2026

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3 min read

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

The global monetary system is entering a more fluid phase.

Gaston Brizuela Bosio

Monthly Deep Dive

Apr 27, 2026

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11 min read

The Next Source of Risk

The evolution of credit markets over the past two decades has been defined by a gradual but consequential shift in the locus of financial intermediation.

Weekly Round Up

Private Credit Meets Resistance and EQT Makes a $15B Move

Apr 23, 2026

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4 min read

Private Credit Meets Resistance and EQT Makes a $15B Move

Call it a market in transition, not surrender. The survey shows banks still competitive in the mid-market

Survey

Banks vs. Private Credit: A Market Still in Transition

Apr 23, 2026

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2 min read

Banks vs. Private Credit: A Market Still in Transition

The competitive dynamic between traditional banks and private credit continues to evolve but the latest survey data suggests a market that is far from settled.

Weekly Round Up

The $51.7B Land Grab + PE’s Exit Problem Solved?

Apr 21, 2026

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4 min read

The $51.7B Land Grab + PE’s Exit Problem Solved?

This week we're covering the rise of continuation vehicles as private equity’s new exit playbook

Macro View

Apr 20, 2026

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7 min read

Human Capital to Financial Capital

Education, Earnings Dynamics, and the Economics of Wealth Formation

Gaston Brizuela Bosio

Research Deep Dive

Continuation Vehicles: Private Equity’s New Exit Architecture

Apr 20, 2026

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8 min read

Continuation Vehicles: Private Equity’s New Exit Architecture

Private equity has entered an era where traditional exits can no longer be taken for granted.

Weekly Round Up

Private Credit’s Biggest Tailwind (And It’s Accelerating)

Apr 16, 2026

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3 min read

Private Credit’s Biggest Tailwind (And It’s Accelerating)

Today we cover the key driver behind private credit’s growth: the decline in bank lending as a share of U.S. GDP.

Weekly Round Up

Private Credit +2,320%: The System Has Shifted

Apr 14, 2026

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6 min read

Private Credit +2,320%: The System Has Shifted

This week we're diving into private credit as the new risk warehouse, why deal flow isn’t translating into closes, how ERISA is reshaping access to alternatives, and the rise of engineered liquidity in private markets.

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The Edge Game

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

$1.4T at Risk? Private Credit Cracks Start to Show

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

The Next Source of Risk

Private Credit Meets Resistance and EQT Makes a $15B Move

Banks vs. Private Credit: A Market Still in Transition

The $51.7B Land Grab + PE’s Exit Problem Solved?

Human Capital to Financial Capital

Continuation Vehicles: Private Equity’s New Exit Architecture

Private Credit’s Biggest Tailwind (And It’s Accelerating)

Private Credit +2,320%: The System Has Shifted

PE 150

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