Latin America Private Capital Fundraising Report

From PE Dominance to Multi-Strategy Maturity: Capital Concentration, Manager Expansion, and the Rise of Real Assets (2006–1H 2025)

Global Interest Rate Divergence and the Repricing of Sovereign Risk

The AI-Driven HealthTech VC Trend

Why Healthcare Venture Capital Has Become a Barbell Market

The New Operating Model for GPs (Evergreen Is Forcing It)

Today we're covering GPs operational implications of the rise of Evergreen vehicles.

The Transatlantic Performance Divide Is Real

For years, the narrative has been simple: public markets are winning. But the reality is more nuanced — and increasingly regional.

Consumer PE Down 68% Since Peak — What Comes Next

This week we're breaking down where real asymmetric edge actually comes from in private equity.

Energy Shock, Central Banks and the New Macro Regime

The conflict in the Middle East has introduced a fresh negative supply shock into an already unsettled global economy.

The Five Layers of Asymmetry

In investing, “asymmetric” is often used casually to describe opportunities with significant upside.

58% of LPs Cap Continuation Funds—Is the Trade Getting Crowded?

Demand Is There, But Discipline Is Rising

Private Credit, Liquidity Risk, and the Limits of Systemic Contagion

Yield Booms, Liquidity Tightens — How Far Can the Risk Spread?

Continuation Funds Hit a Participation Ceiling

Continuation vehicles have quietly become one of the most important pressure valves in private equity.

What GPs, AI Investors, and Energy Markets Are Telling Us This Week

This week we examine how the rise of new private equity products is reshaping GP operations.