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Monthly Deep Dive

Weekly Round Up

Illiquidity’s Advantage

Safeguarding Wealth in Uncertain Markets: Managing Volatility, Flexibility, and the Long-Run Edge of Private Assets

Macro View

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

Sep 9, 2025

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9 min read

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

Special Edition: From Box Seats to Buyouts | PE’s $31.6B Sports Power Play

Sep 7, 2025

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12 min read

Special Edition: From Box Seats to Buyouts | PE’s $31.6B Sports Power Play

This week we have this special issue about Sports Investing, where we’re covering private equity’s growing role in sports ownership, the surge in franchise valuations outpacing the S&P 500...

Weekly Round Up

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

Sep 3, 2025

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11 min read

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.

Survey

Sep 2, 2025

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5 min read

Proprietary Is the New Unicorn

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

Macro View

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

Sep 2, 2025

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6 min read

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.

Gaston Brizuela Bosio

Research Deep Dive

The Shape-Shifting Landscape of Hedge Funds

Sep 2, 2025

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11 min read

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 Up

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

Aug 27, 2025

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11 min read

$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 Dive

Banking Sector Retrenchment Created Tailwinds for Private Credit

Aug 26, 2025

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24 min read

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 View

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

Aug 26, 2025

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10 min read

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 Up

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

Aug 20, 2025

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12 min read

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 Dive

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

Aug 19, 2025

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16 min read

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.

Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

Archive

Illiquidity’s Advantage

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

Special Edition: From Box Seats to Buyouts | PE’s $31.6B Sports Power Play

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

Proprietary Is the New Unicorn

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

The Shape-Shifting Landscape of Hedge Funds

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

Banking Sector Retrenchment Created Tailwinds for Private Credit

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

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

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

PE 150

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