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The Rise of New Products in the Private Markets

The Rise of New Products in the Private Markets

This report examines how structural shifts in capital formation, liquidity management, and credit intermediation are reshaping the architecture of the private markets.

Macro ViewMacro View
China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

Demand Power Meets Supply Strategy — China Reshapes the Global Oil Map

Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
Why Private Credit Keeps Winning (Plus Brazil PE & AUM Insights)

Why Private Credit Keeps Winning (Plus Brazil PE & AUM Insights)

Performance holds, capital flows persist — and emerging market data adds context.

Weekly Round UpWeekly Round Up
AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI’s energy appetite is creating one of the largest infrastructure opportunities in decades.

Macro ViewMacro View
Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil markets are once again approaching the psychologically important $100 per barrel level.

Gaston Brizuela Bosio
Long Form ArticleLong Form Article
The Next Energy Frontier

The Next Energy Frontier

How AI, Data Centers, and Infrastructure Constraints Are Reshaping Power Markets and Creating a New Opportunity Set for Private Equity

Weekly Round UpWeekly Round Up
80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

Breaking down the regional concentration of buyout expansion and the major transaction signaling continued momentum.

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Continuation Vehicles: LP Skepticism Is About Structure, Not Strategy

Continuation Vehicles: LP Skepticism Is About Structure, Not Strategy

Continuation vehicles have moved from niche liquidity tool to core private equity portfolio strategy.

Long Form ArticleLong Form Article
North America Drives Global Buyout Growth on Megadeal Momentum

North America Drives Global Buyout Growth on Megadeal Momentum

Global buyout markets are showing signs of recovery in 2025, but the rebound is far from evenly distributed.

Weekly Round UpWeekly Round Up
The Math Of Compounding, And Why Markets Are Suddenly Nervous

The Math Of Compounding, And Why Markets Are Suddenly Nervous

The hidden arithmetic behind market optimism, volatility, and sudden fear.

Macro ViewMacro View
Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

The confrontation between Iran, vs United States and Israeñ has rapidly transformed from a geopolitical flashpoint into a global energy shock.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Consistency is Power

Consistency is Power

Investors are often conditioned to focus on returns—annual performance figures, benchmark comparisons, and headline-grabbing gains.

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