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Fiscal Dominance: Structural Debt Expansion, Monetary Growth, and Rising Risk Premiums

Fiscal Dominance: Structural Debt Expansion, Monetary Growth, and Rising Risk Premiums

The United States is exhibiting growing signs of fiscal dominance, a macroeconomic condition in which fiscal imperatives — persistent deficits and rising public debt — begin to influence or constrain monetary policy.

Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
PE Exits Stretch, CapVest’s €10B Pharma Play, and the Semiliquid Fund Surge

PE Exits Stretch, CapVest’s €10B Pharma Play, and the Semiliquid Fund Surge

Hedge funds have evolved far beyond their original mandate, transforming into data-driven intelligence engines.

SurveySurvey
Proprietary Is the New Unicorn

Proprietary Is the New Unicorn

Deal sourcing in 2025 is defined by scarcity, competition, and operational strain.

Macro ViewMacro View
Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners

Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners

Economic growth does not happen by accident. It is the result of deliberate choices by individuals, institutions, and governments to foster a productive environment that channels savings into investments that power long-term prosperity.

Research Deep DiveResearch Deep Dive
The Shape-Shifting Landscape of Hedge Funds

The Shape-Shifting Landscape of Hedge Funds

In 1949, Alfred Winslow Jones pioneered a fund structure that was radical at the time: long positions in promising equities, hedged by short positions in overvalued ones.

Weekly Round UpWeekly Round Up
$2.1T Moves Out Of Banks | Hear From Mathew Carvajal, Bobby Sharma, Julia Wittlin, Ben Fund & More

$2.1T Moves Out Of Banks | Hear From Mathew Carvajal, Bobby Sharma, Julia Wittlin, Ben Fund & More

Banks on defense under Basel IV and post-SVB caution; sponsors bypass loan desks for speed and certainty—$2.1T has migrated to private credit, with $490B ready to fund C&I and buyout deals.

Monthly Deep DiveMonthly Deep Dive
Banking Sector Retrenchment Created Tailwinds for Private Credit

Banking Sector Retrenchment Created Tailwinds for Private Credit

Over the past ten years, the global financial system has undergone a profound transformation, driven largely by the steady retreat of traditional banks from their core lending functions.

Macro ViewMacro View
Powell's Signal: A Soft Landing... Off a Cliff?

Powell's Signal: A Soft Landing... Off a Cliff?

Federal Reserve Chair Jerome Powell has sent his clearest signal yet that interest rate cuts may be imminent.

Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

Rates up, deals down: 64% of value plans now hinge on margin analytics (35.6%) and supply chain optimization (28.8%); B2B cracks, healthcare/IT hold.

Research Deep DiveResearch Deep Dive
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.

Long Form ArticleLong Form Article
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.

SurveySurvey
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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