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The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

The U.S. labor market has entered a distinctly different phase of the economic cycle.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Private Equity at an Inflection Point: Discipline, Selectivity, and the Path to 2026

Private Equity at an Inflection Point: Discipline, Selectivity, and the Path to 2026

As 2025 draws to a close, global private equity stands at a critical inflection point—emerging from a prolonged period of recalibration with renewed, but measured, confidence.

Weekly Round UpWeekly Round Up
Private Equity Strategies For 2025 Amid New Global Energy Opportunities

Private Equity Strategies For 2025 Amid New Global Energy Opportunities

This week we are reviewing the primary themes that shaped private equity in 2025.

Research Deep DiveResearch Deep Dive
Private Equity’s Next Phase

Private Equity’s Next Phase

From Megadeals and Add-Ons to Portfolio Optimization in FY2025–2026

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Maduro’s Capture and the Re-Opening of Venezuela

Maduro’s Capture and the Re-Opening of Venezuela

A Structural Shift in Global Oil and a Generational Opportunity for U.S. Private Equity

Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
End of Year Special Issue: A 2025 Review and 6 Topics for 2026 in Private Equity

End of Year Special Issue: A 2025 Review and 6 Topics for 2026 in Private Equity

A $10T succession wave and $2.4T in retail liquidity, while Buffett dumps tech and private credit grows 500%.

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$43.6B in Dividend Recaps, 44% Liquidity Pressure, and AI-Driven EBITDA

$43.6B in Dividend Recaps, 44% Liquidity Pressure, and AI-Driven EBITDA

JPM closes a $1.44B fund and dividend recaps hit $43.6B, while 44% of veteran firms report high liquidity pressure.

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Potential Impacts of a U.S. Military Incursion in Venezuela on Crude Oil Prices and Futures

Potential Impacts of a U.S. Military Incursion in Venezuela on Crude Oil Prices and Futures

Crude oil markets have begun to price in elevated geopolitical risk as tensions between the United States and Venezuela intensify, raising concerns over potential supply disruptions.

Gaston Brizuela Bosio
SurveySurvey
Platform Preferences Are Drifting Upstream

Platform Preferences Are Drifting Upstream

Private equity's middle market sweet spot may be shifting, but not in the direction some might expect.

Monthly Deep DiveMonthly Deep Dive
Private Equity Value Creation Through AI

Private Equity Value Creation Through AI

Private equity is entering a structurally different era of value creation.

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Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

US deal value hits $1.03T and HSG nears a €2.5B buyout of Golden Goose, while direct lending expands into larger transactions.

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Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private markets deliver 400–850 bps in alpha and add-ons reach $475B, while 80% of firms report rising liquidity pressure.

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