$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike
Private equity is entering a new phase of higher-quality deals, longer holds, and rising AI-driven energy demand. Liquidity is tightening, but conviction is growing.
The Classic Macroeconomic Cycle: From Jobs to the Fed to Markets
For over half a century, the U.S. economy has moved to a familiar rhythm — employment weakens, the Federal Reserve reacts, and financial markets adjust.
Where the Smart Capital Is Going in Private Markets
Capital is getting smarter — not faster. Endowments and LPs are shifting toward steady yield, tighter allocations, and long-term conviction in private markets.
U.S. Private Employment: A Modest Rebound Amid Structural Shifts
After two months of contraction, the U.S. private labor market finally saw a modest rebound in October 2025, according to the latest ADP National Employment Report.
University Endowments and the Rise of Alternatives: The Expanding Role of Universities as Private Equity LPs
University endowments have long served as the financial backbone of higher education, sustaining academic excellence, research, and student opportunity across generations.
Liquidity, Concentration, and Big Bets: Your Weekly PE Roundup
Private equity is regaining traction as $1.9T in deal flow meets tighter liquidity and disciplined diversification. Investors are balancing conviction and caution in a cautiously reopening market.
PE Liquidity Pressure: A Growing Strain Across the Private Equity Landscape
Private equity (PE) firms are facing mounting liquidity pressure as longer holding periods, valuation mismatches, and increased investor demands converge to stress the traditional PE exit cycle.
