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Research Deep Dive

Where the Risk Moved: The Hidden Turnaround Opportunity Inside Private Credit

Apr 13, 2026

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12 min read

Where the Risk Moved: The Hidden Turnaround Opportunity Inside Private Credit

Over the past decade, banks have quietly restructured how risk flows through the financial system.

Macro View

Jobless Claims Rise to 219,000—Still Below Long-Term Averages

Apr 13, 2026

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7 min read

Jobless Claims Rise to 219,000—Still Below Long-Term Averages

U.S. initial jobless claims increased to 219,000 in the week ending April 4, up from 203,000 the prior week, marking a 7.9% week-over-week rise.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

Banks vs. Private Credit: Who’s Actually Winning?

Apr 9, 2026

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8 min read

Banks vs. Private Credit: Who’s Actually Winning?

Today we're diving into the financing tug-of-war between banks and private credit.

Survey

Who’s Winning the Financing Battle? It Depends Who You Ask

Apr 8, 2026

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2 min read

Who’s Winning the Financing Battle? It Depends Who You Ask

Long Form Article

Private Credit Risk: Slow-Burning Stress in a Fast-Moving Capital Cycle

Apr 8, 2026

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12 min read

Private Credit Risk: Slow-Burning Stress in a Fast-Moving Capital Cycle

Weekly Round Up

LatAm Capital, AI Medicine, and the Carve Out Comeback

Apr 7, 2026

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9 min read

LatAm Capital, AI Medicine, and the Carve Out Comeback

This week we're covering Private Capital Fundraising for Latin America.

Research Deep Dive

Latin America Private Capital Fundraising Report

Apr 6, 2026

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18 min read

Latin America Private Capital Fundraising Report

From PE Dominance to Multi-Strategy Maturity: Capital Concentration, Manager Expansion, and the Rise of Real Assets (2006–1H 2025)

Macro View

Global Interest Rate Divergence and the Repricing of Sovereign Risk

Apr 6, 2026

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5 min read

Global Interest Rate Divergence and the Repricing of Sovereign Risk

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Expert Calls

The AI-Driven HealthTech VC Trend

Apr 6, 2026

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6 min read

The AI-Driven HealthTech VC Trend

Why Healthcare Venture Capital Has Become a Barbell Market

Weekly Round Up

The New Operating Model for GPs (Evergreen Is Forcing It)

Apr 2, 2026

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8 min read

The New Operating Model for GPs (Evergreen Is Forcing It)

Today we're covering GPs operational implications of the rise of Evergreen vehicles.

Long Form Article

The Transatlantic Performance Divide Is Real

Apr 1, 2026

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3 min read

The Transatlantic Performance Divide Is Real

For years, the narrative has been simple: public markets are winning. But the reality is more nuanced — and increasingly regional.

Weekly Round Up

Consumer PE Down 68% Since Peak — What Comes Next

Mar 31, 2026

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8 min read

Consumer PE Down 68% Since Peak — What Comes Next

This week we're breaking down where real asymmetric edge actually comes from in private equity.

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