We're covering private real estate against other asset classes, PE investments in infrastructure, fundraising shifting from growth capital to liquidity capital, and the real cost of modern liquidity.
The Structural Decline of U.S. Dollar Purchasing Power Since the Nixon Shock
The long-term erosion of the U.S. dollar’s purchasing power represents one of the most important macroeconomic developments of the modern financial era.
Covering the growing fragility behind global energy markets, private capital’s widening sector divide, continuation vehicles reshaping PE liquidity, and why tariffs are increasingly landing on the US consumer.
Oil supply flows through global pipelines and shipping routes, refineries operate continuously, and consumption grows gradually with the world economy. But this apparent stability is misleading.
New Private Credit’s Biggest Risk May Be Its Own Success
Private credit has spent the last several years evolving from an alternative financing solution into one of the most crowded corners of private markets.
