Valuation Expectations Are Splitting and Quality Is Driving the Divide

Sports Gets Institutional, Evergreen Grows & Exits Reopen

Sports are becoming an asset class, evergreen funds are becoming a fundraising cheat code, and exits are finally showing signs of life.

Multiple Expansion Without Control

Professional sports has become an institutional asset class faster than almost anyone expected.

The Soft-Landing Sweet Spot

Why weaker U.S. data could keep markets rising—until bad news becomes bad news again

Private Equity’s Exit Problem Is Getting Bigger

Record portfolio inventory is meeting slower exits, pushing sponsors toward new liquidity strategies.

PE’s Scaling Paradox Meets Rising Deal Activity

Smaller funds are outperforming, PE is writing bigger checks, and AI is finally showing up in the productivity numbers.

AI Is Showing Up in Productivity. The Question Is Who Captures It

AI’s productivity promise is finally showing up in the data—and PE may be where it matters most.

The Small-Fund Premium: Why Less Capital Often Produces More Value

Scale brings advantages, but in private equity, smaller funds may have the edge when it comes to alpha.

Private Credit Containment Despite Investor Stress

Private credit default rates containment, Advent acquiring FNZ Bank, latest deals in private equity and must read news.

When Markets Grow but Companies Don't Win

Why bigger funds are generating lower returns, why fundraising has become a battle for LP attention, and why liquidity is returning—but only for the highest-quality assets.

America's Fiscal Crossroads: Why the National Debt Is Becoming the Defining Macro Variable for Investors

How deficits, demographics, and rising interest costs are reshaping long-term investing.

The Independent Sponsor Paradox: Smaller Capital Pools, Bigger Return Potential

Breaking down the structural advantages behind independent sponsor performance.