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$190B BlackRock Move, Cinven’s AI Play, PE Value Creation in Volatile Times

$190B BlackRock Move, Cinven’s AI Play, PE Value Creation in Volatile Times

Private Equity funds are redefining the Margin Playbook in their Value Creation journey. The key aspects of this game during the macroeconomic uncertainty.

Macro ViewMacro View
The Importance of Floating Exchange Rates and Flexible Exchange Markets for Absorbing External Shocks in Developing Countries: The Cases of Colombia and Ecuador

The Importance of Floating Exchange Rates and Flexible Exchange Markets for Absorbing External Shocks in Developing Countries: The Cases of Colombia and Ecuador

How the case of Ecuador and Colombia teaches us about the importance of flexibility in the exchange markets during "good" and "bad" times.

Gaston Brizuela Bosio
Monthly Deep DiveMonthly Deep Dive
The Rising Imperative of Value Creation in Private Equity

The Rising Imperative of Value Creation in Private Equity

How PE sponsors are creation value in their portfolios in the current Economic environment.

Weekly Round UpWeekly Round Up
Mid-Market Money Flows | Private Credit Platforms | Olo’s 65% Pop

Mid-Market Money Flows | Private Credit Platforms | Olo’s 65% Pop

Tight vacancies, muted new supply, and a wall of PE capital are turning apartments into 2025’s most defensible—yet still discounted—real-asset play.

Research Deep DiveResearch Deep Dive
Commercial Real Estate: 2013 Business Cycle 2.0—and the Multifamily Opportunity

Commercial Real Estate: 2013 Business Cycle 2.0—and the Multifamily Opportunity

The commercial real estate (CRE) market is entering a critical inflection point that echoes the recovery trajectory of 2013.

Macro ViewMacro View
Receding Recession Fears: A Shift in Business Confidence and Investment Momentum

Receding Recession Fears: A Shift in Business Confidence and Investment Momentum

The probability of a U.S. and global recession has fallen markedly in recent months, driven by improving policy clarity, easing trade tensions, and more optimistic business sentiment.

SurveySurvey
Micro-survey Insights: AI's Efficiency Gains Still Uneven Across PE Landscape

Micro-survey Insights: AI's Efficiency Gains Still Uneven Across PE Landscape

In last week’s micro-survey, we asked our community where they’ve seen the most measurable efficiency gains from AI in their day-to-day work.

Weekly Round UpWeekly Round Up
Why LP's Are Zeroing In on BTC & ETH (900M Users Can’t Be Wrong)

Why LP's Are Zeroing In on BTC & ETH (900M Users Can’t Be Wrong)

Explosive user growth and rising institutional stakes are transforming crypto from volatile side bet to indispensable portfolio allocation.

Research Deep DiveResearch Deep Dive
The Network Effect of Wealth: Why Crypto Belongs in HNW Portfolios

The Network Effect of Wealth: Why Crypto Belongs in HNW Portfolios

As digital assets evolve from speculative curiosities into institutional-grade investments, high-net-worth (HNW) individuals — especially those with entrepreneurial backgrounds — are leading the charge.

Long Form ArticleLong Form Article
Liquidity in Private Equity: Evergreen Solutions for a Dry Spell

Liquidity in Private Equity: Evergreen Solutions for a Dry Spell

Private equity’s liquidity challenge is evolving into a structural feature of the market.

Macro ViewMacro View
Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Consumer inflation expectations are cooling—but the tariff storm may just be warming up.

Weekly Round UpWeekly Round Up
7X Demand Growth: Will 0.98M B/D Cut It?

7X Demand Growth: Will 0.98M B/D Cut It?

Years of capital flight and ESG pressure have left supply starved just as demand accelerates—creating scarcity premiums and cash-rich upside for contrarian investors.

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