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Media Kit
Weekly Round Up
Sep 17, 2026
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4 min read
Private equity is hunting macro alpha as default risk cools and another 25 basis point rate move comes into focus.
Survey
2 min read
Which macro driven investment theme will create the greatest opportunity over the next three years?
Sep 15, 2026
3 min read
Healthcare M&A rebounds, distributions lag, and higher oil prices put rates back in focus.
Macro View
For much of 2026, the market debate centered on when the Federal Reserve could resume easing.
Research Deep Dive
11 min read
How private credit, leverage, valuation discipline and operating pressure are reshaping investment across the healthcare economy
Sep 10, 2026
Private Credit Concentration, Oil’s Financing Shock, and GE Aerospace’s $11.75B Bet
Sep 8, 2026
AI adoption is widespread, but value capture is lagging. Plus, energy’s infrastructure bottleneck and a productivity tailwind for margins.
Monthly Deep Dive
Sep 7, 2026
22 min read
From Analytics to Portfolio EBITDA.
The latest revision to U.S. productivity data offers a relatively constructive signal beneath an otherwise complicated macroeconomic backdrop.
Sep 3, 2026
Plus: the 60/40 portfolio loses its hedge, data center deals accelerate, and AI moves deeper into PE.
Our latest PE150 Micro Survey suggests a meaningful share of the industry is already preparing to put more capital to work.
Sep 1, 2026
More managers, less track record clarity. Plus, AI enters its prove-it era and cyber budgets keep climbing.
