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AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI’s energy appetite is creating one of the largest infrastructure opportunities in decades.

Macro ViewMacro View
Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil markets are once again approaching the psychologically important $100 per barrel level.

Gaston Brizuela Bosio
Long Form ArticleLong Form Article
The Next Energy Frontier

The Next Energy Frontier

How AI, Data Centers, and Infrastructure Constraints Are Reshaping Power Markets and Creating a New Opportunity Set for Private Equity

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80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

Breaking down the regional concentration of buyout expansion and the major transaction signaling continued momentum.

SurveySurvey
Continuation Vehicles: LP Skepticism Is About Structure, Not Strategy

Continuation Vehicles: LP Skepticism Is About Structure, Not Strategy

Continuation vehicles have moved from niche liquidity tool to core private equity portfolio strategy.

Long Form ArticleLong Form Article
North America Drives Global Buyout Growth on Megadeal Momentum

North America Drives Global Buyout Growth on Megadeal Momentum

Global buyout markets are showing signs of recovery in 2025, but the rebound is far from evenly distributed.

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The Math Of Compounding, And Why Markets Are Suddenly Nervous

The Math Of Compounding, And Why Markets Are Suddenly Nervous

The hidden arithmetic behind market optimism, volatility, and sudden fear.

Macro ViewMacro View
Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

The confrontation between Iran, vs United States and Israeñ has rapidly transformed from a geopolitical flashpoint into a global energy shock.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Consistency is Power

Consistency is Power

Investors are often conditioned to focus on returns—annual performance figures, benchmark comparisons, and headline-grabbing gains.

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Canada Rebounds to $365.9B, But Deal Volume Stalls

Canada Rebounds to $365.9B, But Deal Volume Stalls

Big checks are back — but the fine print on risk is getting louder.

Long Form ArticleLong Form Article
Canada M&A: From Peak Euphoria to Selective Rebound

Canada M&A: From Peak Euphoria to Selective Rebound

Canadian M&A over the past decade reflects a full valuation cycle: expansion, dislocation, reset, and early recovery.

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Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

This week we're covering the capital raised by Latin America focused funds, the new SEC regulation, and the gold vs US real estate vs inflation race.

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