Archive

$500B Evergreen Surge, Broken Liquidity, and the $150M Compliance Trap

Evergreen funds grow 26% annually and Add-ons dominate buyouts, while fundraising strength masks a cash flow crisis.

Macro View

Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

Feb 9, 2026

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6 min read

Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

The Federal Reserve’s latest decision to leave the federal funds rate unchanged—within a target range of 3.5% to 3.75%—was widely anticipated.

Gaston Brizuela Bosio

Research Deep Dive

Evergreen and Continuous Capital: The Evolution of Private Markets Structures

Feb 9, 2026

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15 min read

Evergreen and Continuous Capital: The Evolution of Private Markets Structures

Private markets are undergoing a structural shift best understood not as cyclical product innovation, but as a fundamental change in how capital is deployed and maintained over time.

Weekly Round Up

Buyouts Split, Credit Scales, KKR Eyes $10B Prize

Feb 5, 2026

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8 min read

Buyouts Split, Credit Scales, KKR Eyes $10B Prize

North America outruns the world, private credit becomes "infrastructure," and the $1.5T AI capex boom.

Weekly Round Up

$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

Feb 3, 2026

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9 min read

$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

Semi-liquid strategies capture 53% of new capital and tender offers lead liquidity plans, while SEC rules open public fundraising doors.

Macro View

Feb 2, 2026

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4 min read

Shifting Ground Beneath the Calm

The surface of global financial markets looks deceptively smooth.

Gaston Brizuela Bosio

Research Deep Dive

Illiquidity and the Preservation of Wealth

Feb 2, 2026

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11 min read

Illiquidity and the Preservation of Wealth

Why Private Markets Protect Capital in a Headline-Driven World.

Weekly Round Up

Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

Jan 29, 2026

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7 min read

Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

EQT acquires Coller Capital for up to $3.7B and management teams top underwriting priorities, while banks quietly fuel the private credit boom.

Long Form Article

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

Jan 28, 2026

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5 min read

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

After two years of muted activity, private equity in Latin America is staging a comeback.

Survey

What Matters Most When Underwriting a New Platform Today?

Jan 28, 2026

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3 min read

What Matters Most When Underwriting a New Platform Today?

In today’s more selective private equity environment, underwriting discipline has become as important as creativity.

Long Form Article

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

Jan 28, 2026

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9 min read

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

The rapid expansion of private credit has reshaped the modern financial system, blurring traditional boundaries between banks and nonbank lenders.

Weekly Round Up

$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

Jan 27, 2026

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9 min read

$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

Continuation vehicles hit $100B and semi-liquid strategies capture 53% of capital, while healthcare PE rebounds with $190B in deals.

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$500B Evergreen Surge, Broken Liquidity, and the $150M Compliance Trap

Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

Evergreen and Continuous Capital: The Evolution of Private Markets Structures

Buyouts Split, Credit Scales, KKR Eyes $10B Prize

$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

Shifting Ground Beneath the Calm

Illiquidity and the Preservation of Wealth

Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

What Matters Most When Underwriting a New Platform Today?

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

PE 150

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