Archive

US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

Inflation in the United States has entered a paradoxical phase.

Gaston Brizuela Bosio

Monthly Deep Dive

Jan 26, 2026

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22 min read

Healthcare Private Equity in 2025

How capital discipline, operational execution, and sector specialization are reshaping private equity returns—and setting the agenda for 2026

Weekly Round Up

$22B Funds Win While Everyone Else Struggles — Here’s Why

Jan 22, 2026

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8 min read

$22B Funds Win While Everyone Else Struggles — Here’s Why

KKR hits its $22B hard cap and private credit volumes stabilize at $17B/quarter, while dealmakers face a sourcing bottleneck.

Weekly Round Up

Real Estate’s 2026 Case; Slower Asia Capital; PE Under Scrutiny

Jan 20, 2026

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9 min read

Real Estate’s 2026 Case; Slower Asia Capital; PE Under Scrutiny

Wage growth outpaces home prices and mortgage rates stabilize at 6.3%, while Asia fundraising hits a structural slowdown.

Macro View

The Macroeconomics of Artificial Intelligence in 2026

Jan 19, 2026

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10 min read

The Macroeconomics of Artificial Intelligence in 2026

By 2026, artificial intelligence has moved decisively from experimental technology to a central driver of macroeconomic dynamics.

Gaston Brizuela Bosio

Research Deep Dive

Why 2026 Sets Up as a Constructive Year for Real Estate

Jan 19, 2026

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12 min read

Why 2026 Sets Up as a Constructive Year for Real Estate

After a prolonged period marked by sharp volatility, mounting affordability pressures, and widespread economic uncertainty, the U.S. real estate market is approaching 2026 on noticeably firmer and more balanced ground.

Weekly Round Up

India heats up, Europe tightens, and capital gets selective

Jan 15, 2026

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9 min read

India heats up, Europe tightens, and capital gets selective

India PE deal value hits $26.3B and European credit outperforms the U.S., while 31% of allocators prioritize opportunistic deployment.

Survey

Where Incremental Capital Is Flowing: Platforms, Add-Ons, and Opportunism in Private Equity

Jan 14, 2026

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3 min read

Where Incremental Capital Is Flowing: Platforms, Add-Ons, and Opportunism in Private Equity

In our latest PE150 microsurvey, we asked a simple but revealing question:

Weekly Round Up

$346B Deployed, 19% of Exits via CVs, What Changed in PE

Jan 13, 2026

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9 min read

$346B Deployed, 19% of Exits via CVs, What Changed in PE

Management fees hit a record-low 1.61% and continuation vehicles drive 19% of exits, while North American deal value reaches $346B.

Macro View

The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

Jan 13, 2026

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8 min read

The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

The U.S. labor market has entered a distinctly different phase of the economic cycle.

Gaston Brizuela Bosio

Research Deep Dive

Private Equity at an Inflection Point: Discipline, Selectivity, and the Path to 2026

Jan 13, 2026

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13 min read

Private Equity at an Inflection Point: Discipline, Selectivity, and the Path to 2026

As 2025 draws to a close, global private equity stands at a critical inflection point—emerging from a prolonged period of recalibration with renewed, but measured, confidence.

Weekly Round Up

Private Equity Strategies For 2025 Amid New Global Energy Opportunities

Jan 7, 2026

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11 min read

Private Equity Strategies For 2025 Amid New Global Energy Opportunities

This week we are reviewing the primary themes that shaped private equity in 2025.

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US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

Healthcare Private Equity in 2025

$22B Funds Win While Everyone Else Struggles — Here’s Why

Real Estate’s 2026 Case; Slower Asia Capital; PE Under Scrutiny

The Macroeconomics of Artificial Intelligence in 2026

Why 2026 Sets Up as a Constructive Year for Real Estate

India heats up, Europe tightens, and capital gets selective

Where Incremental Capital Is Flowing: Platforms, Add-Ons, and Opportunism in Private Equity

$346B Deployed, 19% of Exits via CVs, What Changed in PE

The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

Private Equity at an Inflection Point: Discipline, Selectivity, and the Path to 2026

Private Equity Strategies For 2025 Amid New Global Energy Opportunities

PE 150

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