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Top Value Creation Levers in Private Equity: 2025 Survey Insights

May 27, 2025

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3 min read

Top Value Creation Levers in Private Equity: 2025 Survey Insights

New survey reveals the most critical levers for private equity value creation in 2025—spanning ops, pricing, digital, and leadership strategies.

Monthly Deep Dive

Rational Expectations in Private Equity: A 2025 Outlook

May 27, 2025

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12 min read

Rational Expectations in Private Equity: A 2025 Outlook

Private equity (PE) operates in a world defined by calculated bets, where strategy hinges not only on internal analysis but on external expectations.

Long Form Article

Private Equity Exit Slowdown Triggers Fundraising Fatigue

May 27, 2025

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4 min read

Private Equity Exit Slowdown Triggers Fundraising Fatigue

Global PE exits fell to $80.8B in Q1 2025—stalling capital returns and prolonging fundraising cycles. Here’s what it means for GPs and LPs.

Macro View

Moody’s Downgrades U.S. Credit Rating Over Fiscal Risk and Inflation

May 27, 2025

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8 min read

Moody’s Downgrades U.S. Credit Rating Over Fiscal Risk and Inflation

Moody’s Downgrades U.S. Credit Rating Amid Deficit, Political Instability, and Debt Concerns.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

Homeownership Is Stuck—Private Equity’s U.S. Housing Opportunity

May 21, 2025

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12 min read

Homeownership Is Stuck—Private Equity’s U.S. Housing Opportunity

And we're covering private equity's residential real estate opportunity, continuation funds are outperforming traditional vehicles, and ESG is positioning itself as a top value creation lever.

Macro View

A 90-days Nash Equilibrium between US and China in Trade Tariffs

May 20, 2025

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8 min read

A 90-days Nash Equilibrium between US and China in Trade Tariffs

U.S.–China Tariff Truce Spurs Market Rally, But Fragile Standoff Remains.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Research Deep Dive

America’s $45T Housing Market: The Private Equity Anchor in a Volatile World

May 20, 2025

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11 min read

America’s $45T Housing Market: The Private Equity Anchor in a Volatile World

With $45.4T in value, U.S. residential real estate is private equity’s largest, least volatile asset class. Here’s how investors are repositioning for the long game.

Weekly Round Up

Private Equity Eyes Africa’s $113B eCommerce Boom and Private Credit’s High-Yield Ascent

May 14, 2025

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10 min read

Private Equity Eyes Africa’s $113B eCommerce Boom and Private Credit’s High-Yield Ascent

Africa’s digital economy is scaling fast, private credit keeps eating high-yield’s share, and 50% of PE sponsors expect Fed rates to hold. PE150 unpacks the data.

Long Form Article

India Overtakes China in the PE Growth Race

May 13, 2025

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3 min read

India Overtakes China in the PE Growth Race

India is winning the long game in Asia’s private equity reshuffle.

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.

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