U.S.-Iran Ceasefire Brings Relief to Oil Markets, but Risks in the Strait of Hormuz Persist
The ceasefire agreement signed by the United States and Iran on June 17 marks a significant de-escalation in a conflict that had threatened one of the world's most important energy chokepoints.
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.
