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.

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.

$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)

The Sharpening Cycle

Discipline, Dry Powder, and the New Rules of Buyouts

Private Equity Exits Are Reawakening in Europe

After two years of drought, Europe’s private equity exit market is showing real signs of life.

America’s Fiscal Drift and the Quiet Threat to Dollar Supremacy

For half a century, American fiscal expansion could be rationalised as cyclical necessity, strategic competition, or temporary emergency. That argument is now harder to sustain.

$4.7B Exit. 91% Stable Portfolios. Europe Rotates to Quality.

Liquidity is showing up in U.S. power while portfolio stress remains surprisingly muted

How Institutions Juice IRR (Legally)

The mechanics of leverage, the barbell VC market, and the new playbook for liquidity while private.

Housing at the Core: Inflation Persistence, Asset Repricing, and the Political Economy of Institutional Ownership

Debt as a Liquidity Provider and IRR Booster in Private Markets

Permira’s £2.7bn Exit, 97% Direct Lending, and China’s $10B Health Play

NatWest acquires Evelyn Partners as private credit usage hits 97% and platform buyers turn defensive.

Platform Investing Is Getting Smaller, Sharper, and Slower

This week we asked a simple but revealing question. How has your firm’s platform entry strategy changed over the past 12 to 18 months.