The Independent Sponsor Paradox: Smaller Capital Pools, Bigger Return Potential

Breaking down the structural advantages behind independent sponsor performance.

The Financing Window Is Reopening

How credit and financing conditions for M&A are expected to evolve over the next year, while still some concer on default rates.

Credit Markets Are Reopening, But Optimism Remains Selective

Housing Heats Up, Europe Wins EVs and AI Unlocks Liquidity

When the Stadium Lights Dim: From World Cup Boom to Geopolitical Risk

Residential Real Estate in 2026

Private Credit’s Par Problem, PayPal’s $53B Bid & More

Continuation vehicles are clearing at par—at least on paper—while fintech scale, AI infrastructure and strategic buyers continue to reshape the deal market.

Pricing for Growth, Blockchain for Insurance & the Search for Liquidity

Blockchain reshapes insurance, IPOs lose appeal, pricing drives growth, and private markets stay active.

Chain Reaction: The Rise of Blockchain in Insurance Markets

The rapid growth of blockchain in insurance underscores its transformative potential, with applications ranging from smart contracts to enhanced cybersecurity.

The Boomcession Economy: Strong Headlines, Weak Household Confidence

The U.S. economy is sending two very different signals.

AI's Next Bottleneck, Private Credit's Dispersion & Recession Odds

Investors stay cautious, Blackstone backs power infrastructure, and manager selection takes center stage.

Recession Fears Are Rising, But Panic Is Not

The U.S. economy continues to send mixed signals. Inflation has moderated, labor markets remain relatively resilient, and financial conditions have eased compared to last year.