In our latest PE150 micro-survey, we asked 130 professionals across private equity sponsors, corporate development, consulting, and investment banking a pivotal question:
Why Illiquidity May Be PE’s Greatest Advantage (The Data Says So)
Illiquidity’s edge, biotools’ exit reset, private credit’s quiet outperformance, and semiliquid AUM at $344B—the signals that matter for PE returns now.
The United States is exhibiting growing signs of fiscal dominance, a macroeconomic condition in which fiscal imperatives — persistent deficits and rising public debt — begin to influence or constrain monetary policy.
Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners
Economic growth does not happen by accident. It is the result of deliberate choices by individuals, institutions, and governments to foster a productive environment that channels savings into investments that power long-term prosperity.
In 1949, Alfred Winslow Jones pioneered a fund structure that was radical at the time: long positions in promising equities, hedged by short positions in overvalued ones.
$2.1T Moves Out Of Banks | Hear From Mathew Carvajal, Bobby Sharma, Julia Wittlin, Ben Fund & More
Banks on defense under Basel IV and post-SVB caution; sponsors bypass loan desks for speed and certainty—$2.1T has migrated to private credit, with $490B ready to fund C&I and buyout deals.
Banking Sector Retrenchment Created Tailwinds for Private Credit
Over the past ten years, the global financial system has undergone a profound transformation, driven largely by the steady retreat of traditional banks from their core lending functions.
