Most investors spend their energy debating what to invest in, stocks vs. real estate, public markets vs. private equity, safe bonds vs. aggressive startups.
Diving into the return of Mega IPOs, add-on acquisitions continue to represent a significant share of global private equity buyout activity, private markets fundraise in 2025 toalized $1.3T.
Covering private credit biggest vulnerabilities, IPO cycle becoming dependent on three main companies, private capital market AUM, and the recurrent PE liquidity stress.