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Potential Impacts of a U.S. Military Incursion in Venezuela on Crude Oil Prices and Futures

Potential Impacts of a U.S. Military Incursion in Venezuela on Crude Oil Prices and Futures

Crude oil markets have begun to price in elevated geopolitical risk as tensions between the United States and Venezuela intensify, raising concerns over potential supply disruptions.

Gaston Brizuela Bosio
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Platform Preferences Are Drifting Upstream

Platform Preferences Are Drifting Upstream

Private equity's middle market sweet spot may be shifting, but not in the direction some might expect.

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Private Equity Value Creation Through AI

Private Equity Value Creation Through AI

Private equity is entering a structurally different era of value creation.

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Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

US deal value hits $1.03T and HSG nears a €2.5B buyout of Golden Goose, while direct lending expands into larger transactions.

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Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private markets deliver 400–850 bps in alpha and add-ons reach $475B, while 80% of firms report rising liquidity pressure.

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Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

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The U.S. Cost of Living: Inflation, Interest Rates, and the Persistence of Household Strain

The U.S. Cost of Living: Inflation, Interest Rates, and the Persistence of Household Strain

The U.S. economy has entered a phase best described as macroeconomic normalization without microeconomic relief.

Gaston Brizuela Bosio
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The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

The bid-ask gap is freezing deal flow, private credit fears are shifting toward liquidity risk, the U.S. South is outperforming as PE’s quiet powerhouse, and college sports just became a bona fide investable asset class.

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Private Credit’s Liquidity Illusion

Private Credit’s Liquidity Illusion

In a proprietary PE150 survey of 132 industry professionals, one risk loomed larger than all others: illiquidity in distressed scenarios.

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The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

Tender offers overtake IPOs as the top liquidity choice (39%) and oil & gas rebounds as a tax shelter, while 50% of GPs make exits their #1 priority.

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Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

The U.S. energy sector remains one of the most resilient and financially compelling markets for investors seeking tax efficiency, stable cash flow, and returns naturally protected against inflation.

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A World of Debt: Why the Global Economy Is Entering a Critical Phase

A World of Debt: Why the Global Economy Is Entering a Critical Phase

The global economy is approaching a turning point in the way public debt shapes development.

Gaston Brizuela Bosio
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