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Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

In an era of volatility and higher-for-longer rates, alpha is shifting from financial engineering to precision execution and global opportunity.

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Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Private equity (PE) firms are staring down a liquidity conundrum — and 2025 may mark a critical turning point.

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Deal Sourcing Gets a Software Update

Deal Sourcing Gets a Software Update

In our most recent PE150 microsurvey, we asked 94 professionals across private equity (PE), corporate development, consulting, and investment banking a pivotal question:“Where do you see the most promising deal-generation opportunities emerging?”

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M2 Infinity and Beyond

M2 Infinity and Beyond

In August 2025, the U.S. money supply (M2) has officially reached an all-time high, climbing back to pre-disinflation levels following a brief contraction in 2022–2023.

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Where Water Flows, PE Grows-The $22T Water Thesis

Where Water Flows, PE Grows-The $22T Water Thesis

Compliance-heavy, CapEx-rich niches are minting durable cash flows—$198B by 2032, 77% of VC in North America—prime ground for PE to scale buy-and-build water platforms.

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Secondaries Get Smarter

Secondaries Get Smarter

The private equity secondaries market has officially roared back to life in the first half of 2025, with total deal volume surpassing $100 billion—an all-time high for any half-year period.

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U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

In a stunning escalation of his “America First” trade strategy, former U.S. President Donald Trump has imposed a 39% tariff on imports from Switzerland, including gold — a decision already reverberating through global markets.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

The water technology sector stands at a pivotal inflection point.

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RIP 60/40: Why Private Markets are Taking Over Portfolios

RIP 60/40: Why Private Markets are Taking Over Portfolios

Alternatives assets are rising and challenging the 60/40 portfolio strategy, while continuation funds see a peak in 2024 and Private Credit rates are lowering.

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Transatlantic Tariffs, American Optics

Transatlantic Tariffs, American Optics

A Deal, But No Final Resolution: Interpreting the EU–US Trade Agreement

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
The Rise of Alternatives

The Rise of Alternatives

Beyond the 60/40 Playbook in Investment Portfolios.

Santiago Morazzani
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Barriers to AI Adoption in Private Equity

Barriers to AI Adoption in Private Equity

Inside the operational, cultural, and data hurdles slowing AI integration in private equity

Francisco Calle
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