Expert Calls

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Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

The Math Of Compounding, And Why Markets Are Suddenly Nervous

The hidden arithmetic behind market optimism, volatility, and sudden fear.

Macro View

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

Mar 9, 2026

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9 min read

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

The confrontation between Iran, vs United States and Israeñ has rapidly transformed from a geopolitical flashpoint into a global energy shock.

Gaston Brizuela Bosio

Research Deep Dive

Mar 9, 2026

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14 min read

Consistency is Power

Investors are often conditioned to focus on returns—annual performance figures, benchmark comparisons, and headline-grabbing gains.

Weekly Round Up

Canada Rebounds to $365.9B, But Deal Volume Stalls

Mar 5, 2026

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6 min read

Canada Rebounds to $365.9B, But Deal Volume Stalls

Big checks are back — but the fine print on risk is getting louder.

Long Form Article

Canada M&A: From Peak Euphoria to Selective Rebound

Mar 4, 2026

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7 min read

Canada M&A: From Peak Euphoria to Selective Rebound

Canadian M&A over the past decade reflects a full valuation cycle: expansion, dislocation, reset, and early recovery.

Weekly Round Up

Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

Mar 3, 2026

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7 min read

Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

This week we're covering the capital raised by Latin America focused funds, the new SEC regulation, and the gold vs US real estate vs inflation race.

Research Deep Dive

Why Real Estate Outperforms Gold as an Inflation Hedge

Mar 2, 2026

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16 min read

Why Real Estate Outperforms Gold as an Inflation Hedge

While many economists highlight broader disinflationary trends and anticipate easing inflation in the second half of 2026, shelter inflation continues to exceed the headline rate.

Macro View

Growth Accounting and Capital Deepening: Panel Evidence

Mar 2, 2026

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12 min read

Growth Accounting and Capital Deepening: Panel Evidence

This study uses a panel dataset of country-level macroeconomic variables commonly employed in growth accounting and productivity analysis.

Gaston Brizuela Bosio

Weekly Round Up

US PE Activity Climbs as GPs Double Down on Continuation Plays

Feb 26, 2026

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7 min read

US PE Activity Climbs as GPs Double Down on Continuation Plays

This week we're Americas PE deal activity, the rise of amended PIK, and how according to out latest survey, continuation vehicles are mostly viewed as a value creation tool.

Survey

Continuation Vehicles: Value Creation Tool or Liquidity Patch?

Feb 25, 2026

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2 min read

Continuation Vehicles: Value Creation Tool or Liquidity Patch?

In our latest PE150 micro survey of 58 professionals, sentiment around GP led continuation vehicles is anything but uniform.

Long Form Article

Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Feb 25, 2026

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7 min read

Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Payment-in-kind (PIK) interest has moved from a marginal feature of private credit documentation to a central indicator of borrower stress and portfolio risk.

Weekly Round Up

$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

Feb 24, 2026

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7 min read

$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

This week we're covering ESG’s shift from federal pause to state-level acceleration (with Scope 3 now in play)

Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

Archive

The Math Of Compounding, And Why Markets Are Suddenly Nervous

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

Consistency is Power

Canada Rebounds to $365.9B, But Deal Volume Stalls

Canada M&A: From Peak Euphoria to Selective Rebound

Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

Why Real Estate Outperforms Gold as an Inflation Hedge

Growth Accounting and Capital Deepening: Panel Evidence

US PE Activity Climbs as GPs Double Down on Continuation Plays

Continuation Vehicles: Value Creation Tool or Liquidity Patch?

Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

PE 150

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