Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

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.

Survey

Aug 19, 2025

•

3 min read

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?”

Macro View

Aug 19, 2025

•

8 min read

M2 Infinity and Beyond

In August 2025, the U.S. money supply (M2) has officially reached an all-time high, climbing back to pre-disinflation levels following a brief contraction in 2022–2023.

Gaston Brizuela Bosio

Weekly Round Up

Where Water Flows, PE Grows-The $22T Water Thesis

Aug 13, 2025

•

12 min read

Where Water Flows, PE Grows-The $22T Water Thesis

Compliance-heavy, CapEx-rich niches are minting durable cash flows—$198B by 2032, 77% of VC in North America—prime ground for PE to scale buy-and-build water platforms.

Long Form Article

Aug 12, 2025

•

5 min read

Secondaries Get Smarter

The private equity secondaries market has officially roared back to life in the first half of 2025, with total deal volume surpassing $100 billion—an all-time high for any half-year period.

Macro View

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

Aug 12, 2025

•

5 min read

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

In a stunning escalation of his “America First” trade strategy, former U.S. President Donald Trump has imposed a 39% tariff on imports from Switzerland, including gold — a decision already reverberating through global markets.

Gaston Brizuela Bosio

Research Deep Dive

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

Aug 12, 2025

•

10 min read

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

The water technology sector stands at a pivotal inflection point.

Weekly Round Up

RIP 60/40: Why Private Markets are Taking Over Portfolios

Aug 6, 2025

•

12 min read

RIP 60/40: Why Private Markets are Taking Over Portfolios

Alternatives assets are rising and challenging the 60/40 portfolio strategy, while continuation funds see a peak in 2024 and Private Credit rates are lowering.

Macro View

Aug 5, 2025

•

5 min read

Transatlantic Tariffs, American Optics

A Deal, But No Final Resolution: Interpreting the EU–US Trade Agreement

Gaston Brizuela Bosio

Research Deep Dive

Aug 5, 2025

•

16 min read

The Rise of Alternatives

Beyond the 60/40 Playbook in Investment Portfolios.

Santiago Morazzani

Survey

Barriers to AI Adoption in Private Equity

Aug 5, 2025

•

3 min read

Barriers to AI Adoption in Private Equity

Inside the operational, cultural, and data hurdles slowing AI integration in private equity

Francisco Calle

Long Form Article

Aug 5, 2025

•

5 min read

Private Credit Rates Fall

Q2 2025 Sees Decline in Private Credit Defaults, Indicating Market Strength

Gaston Brizuela Bosio

Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

Archive

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Deal Sourcing Gets a Software Update

M2 Infinity and Beyond

Where Water Flows, PE Grows-The $22T Water Thesis

Secondaries Get Smarter

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

RIP 60/40: Why Private Markets are Taking Over Portfolios

Transatlantic Tariffs, American Optics

The Rise of Alternatives

Barriers to AI Adoption in Private Equity

Private Credit Rates Fall

PE 150

Home

Menu