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Long Form Article

Liquidity in Private Equity: Evergreen Solutions for a Dry Spell

Jul 15, 2025

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4 min read

Liquidity in Private Equity: Evergreen Solutions for a Dry Spell

Private equity’s liquidity challenge is evolving into a structural feature of the market.

Macro View

Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Jul 15, 2025

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4 min read

Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Consumer inflation expectations are cooling—but the tariff storm may just be warming up.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

7X Demand Growth: Will 0.98M B/D Cut It?

Jul 9, 2025

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12 min read

7X Demand Growth: Will 0.98M B/D Cut It?

Years of capital flight and ESG pressure have left supply starved just as demand accelerates—creating scarcity premiums and cash-rich upside for contrarian investors.

Research Deep Dive

The Oil & Gas Paradox: How Structural Supply Decline is Creating One of the Best Opportunities in Private Markets Today

Jul 8, 2025

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13 min read

The Oil & Gas Paradox: How Structural Supply Decline is Creating One of the Best Opportunities in Private Markets Today

The energy transition has dominated headlines. Capital has rushed into renewables. Politicians and institutions have doubled down on ESG mandates.

Macro View

When High Rates Stop Talking

Jul 8, 2025

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3 min read

When High Rates Stop Talking

Rethinking Monetary Signals in a Fractured Market.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Survey

Where AI Is Actually Reshaping Private Equity—And Where It’s Not

Jul 8, 2025

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3 min read

Where AI Is Actually Reshaping Private Equity—And Where It’s Not

Generative AI may be the headline, but in private equity, implementation is still very much below the fold. According to a proprietary PE150 survey of 186 professionals, AI’s impact is real—but concentrated. Rather than broad transformation, firms are deploying it where it can quietly reduce friction, automate labor, and scale repeatable tasks.

Long Form Article

Equity Is Powerful—Liquidity Makes It Real

Jul 8, 2025

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4 min read

Equity Is Powerful—Liquidity Makes It Real

Equity compensation continues to be a competitive differentiator, especially when paired with liquidity opportunities.

Weekly Round Up

PE's New Math: Why 4.2% Earnings Growth Is the Bar

Jul 2, 2025

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11 min read

PE's New Math: Why 4.2% Earnings Growth Is the Bar

European sponsors are hard-coding emissions KPIs into diligence and incentives—proving sustainability can widen exit multiples.

Long Form Article

Why Earnings Growth Is the New Alpha in Private Equity

Jul 1, 2025

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3 min read

Why Earnings Growth Is the New Alpha in Private Equity

Private equity activity in the U.S. remains under pressure in 2025, as higher-for-longer interest rates and extended holding periods reshape the calculus for returns.

Research Deep Dive

ESG in private equity in Europe

Jul 1, 2025

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14 min read

ESG in private equity in Europe

Sustainability has emerged as a critical and transformative force within the global investment landscape.

Macro View

Middle East Tensions and the Shifting Dynamics of Oil Prices

Jul 1, 2025

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3 min read

Middle East Tensions and the Shifting Dynamics of Oil Prices

The current Oil outlook in the tightening geopolitical landscape.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

Just Announced: CapLink x PE 150, NYC Summit w/ HarbourVest CEO, $6.4B Exit & $3T Credit Surge

Jun 25, 2025

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13 min read

Just Announced: CapLink x PE 150, NYC Summit w/ HarbourVest CEO, $6.4B Exit & $3T Credit Surge

New data confirm private equity’s muted rate sensitivity and 18× volatility shield—turning market chaos into cut-price entry points.

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