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Research Deep Dive

Africa’s eCommerce Boom: A $112B Private Equity Opportunity by 2029

May 13, 2025

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13 min read

Africa’s eCommerce Boom: A $112B Private Equity Opportunity by 2029

Africa’s eCommerce market is set to hit $112B by 2029. Explore why PE and VC firms are eyeing logistics, fintech, and vertical marketplaces in this growth story.

Macro View

The US-UK "Trade Deal"—Optics Over Substance

May 13, 2025

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4 min read

The US-UK "Trade Deal"—Optics Over Substance

Old Friends: Back Reunited.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Survey

Private Equity Eyes Fed’s 2025 Rate Path: What It Means for Private Markets

May 13, 2025

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2 min read

Private Equity Eyes Fed’s 2025 Rate Path: What It Means for Private Markets

As the Fed navigates rate policy, private equity firms weigh dealmaking, valuations, and fundraising risks. Here’s how different players are positioning.

Long Form Article

Private Credit vs High-Yield: Who’s Winning in 2025?

May 13, 2025

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4 min read

Private Credit vs High-Yield: Who’s Winning in 2025?

Private credit now makes up 21% of the U.S. leveraged finance market, outpacing high-yield bonds in LBOs. Here’s what this shift means for dealmakers.

Weekly Round Up

Why Biotech’s Private Equity Opportunity Is Just Getting Started

May 7, 2025

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13 min read

Why Biotech’s Private Equity Opportunity Is Just Getting Started

Private equity biotech deals dropped 62% since 2021—but the $4.91T market is heating up again. Here’s where smart capital is going next.

Long Form Article

Q1 2025 FinTech Investment Falls 54% as Investors Prioritize Smaller Deals

May 6, 2025

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4 min read

Q1 2025 FinTech Investment Falls 54% as Investors Prioritize Smaller Deals

U.S. FinTech funding dropped to $9.6B in Q1 2025, down 54% YoY. Why investors are leaning into smaller, strategic deals—and what it means for the sector.

Macro View

Growth on Mute: The GDP Chill in 2025

May 6, 2025

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3 min read

Growth on Mute: The GDP Chill in 2025

Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Research Deep Dive

Biotech Market to Hit $4.9T by 2033: What Investors Should Know

May 6, 2025

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14 min read

Biotech Market to Hit $4.9T by 2033: What Investors Should Know

Biotech is set to triple in size by 2033. Explore the sectors, stages, and regions where capital is flowing—and what it means for investors.

Weekly Round Up

AI In Health Tech: Where Investors See Real Value

Apr 30, 2025

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13 min read

AI In Health Tech: Where Investors See Real Value

It's Wednesday, and we're diving in the healthtech startups market. SEA deal value keeps growing, Yale looking for $6B secondary sale, and the correlative link between private credit and private equity funds.

Macro View

Signaling Games in Monetary Policy

Apr 30, 2025

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3 min read

Signaling Games in Monetary Policy

How the Fed, Markets, and Investment Banks Strategize Around Interest Rates.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Survey

Is the Soft Landing Still Intact? Survey Shows Cracks in Outlook

Apr 30, 2025

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4 min read

Is the Soft Landing Still Intact? Survey Shows Cracks in Outlook

45.5% of PE sponsors say the U.S. is already in a recession. Our survey shows diverging views on the soft landing narrative heading into mid-2025.

Research Deep Dive

Health Tech Deal Volume Normalizes as AI Captures More Capital

Apr 30, 2025

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13 min read

Health Tech Deal Volume Normalizes as AI Captures More Capital

US health tech deals peaked at 740 in 2021, down to 497 in 2024. AI now commands a growing share of funding as the sector enters maturity.

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