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Long Form Article

Private Credit, Liquidity Risk, and the Limits of Systemic Contagion

Mar 25, 2026

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6 min read

Private Credit, Liquidity Risk, and the Limits of Systemic Contagion

Yield Booms, Liquidity Tightens — How Far Can the Risk Spread?

Survey

Continuation Funds Hit a Participation Ceiling

Mar 25, 2026

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2 min read

Continuation Funds Hit a Participation Ceiling

Continuation vehicles have quietly become one of the most important pressure valves in private equity.

Weekly Round Up

What GPs, AI Investors, and Energy Markets Are Telling Us This Week

Mar 24, 2026

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8 min read

What GPs, AI Investors, and Energy Markets Are Telling Us This Week

This week we examine how the rise of new private equity products is reshaping GP operations.

Monthly Deep Dive

The Rise of New Products in the Private Markets

Mar 24, 2026

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43 min read

The Rise of New Products in the Private Markets

This report examines how structural shifts in capital formation, liquidity management, and credit intermediation are reshaping the architecture of the private markets.

Macro View

China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

Mar 24, 2026

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5 min read

China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

Demand Power Meets Supply Strategy — China Reshapes the Global Oil Map

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

Why Private Credit Keeps Winning (Plus Brazil PE & AUM Insights)

Mar 19, 2026

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8 min read

Why Private Credit Keeps Winning (Plus Brazil PE & AUM Insights)

Performance holds, capital flows persist — and emerging market data adds context.

Weekly Round Up

AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

Mar 17, 2026

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10 min read

AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI’s energy appetite is creating one of the largest infrastructure opportunities in decades.

Macro View

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Mar 16, 2026

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7 min read

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil markets are once again approaching the psychologically important $100 per barrel level.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Long Form Article

The Next Energy Frontier

Mar 16, 2026

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16 min read

The Next Energy Frontier

How AI, Data Centers, and Infrastructure Constraints Are Reshaping Power Markets and Creating a New Opportunity Set for Private Equity

Weekly Round Up

80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

Mar 12, 2026

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10 min read

80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

Breaking down the regional concentration of buyout expansion and the major transaction signaling continued momentum.

Survey

Continuation Vehicles: LP Skepticism Is About Structure, Not Strategy

Mar 11, 2026

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4 min read

Continuation Vehicles: LP Skepticism Is About Structure, Not Strategy

Continuation vehicles have moved from niche liquidity tool to core private equity portfolio strategy.

Long Form Article

North America Drives Global Buyout Growth on Megadeal Momentum

Mar 11, 2026

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4 min read

North America Drives Global Buyout Growth on Megadeal Momentum

Global buyout markets are showing signs of recovery in 2025, but the rebound is far from evenly distributed.

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