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Weekly Round Up Macro View Research Deep Dive Monthly Deep Dive Survey Expert Calls Long Form Article

Articles

Weekly Round Up

Sep 10, 2026

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3 min read

Private Credit’s Concentration Problem

Private Credit Concentration, Oil’s Financing Shock, and GE Aerospace’s $11.75B Bet

Gaston Brizuela Bosio

Weekly Round Up

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

Sep 8, 2026

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3 min read

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI adoption is widespread, but value capture is lagging. Plus, energy’s infrastructure bottleneck and a productivity tailwind for margins.

Gaston Brizuela Bosio

Monthly Deep Dive

Sep 7, 2026

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22 min read

AI Into Value Creation

From Analytics to Portfolio EBITDA.

Gaston Brizuela Bosio

Macro View

Productivity Is Quietly Improving the U.S. Growth Equation

Sep 7, 2026

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3 min read

Productivity Is Quietly Improving the U.S. Growth Equation

The latest revision to U.S. productivity data offers a relatively constructive signal beneath an otherwise complicated macroeconomic backdrop.

Gaston Brizuela Bosio

Weekly Round Up

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Sep 3, 2026

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4 min read

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Plus: the 60/40 portfolio loses its hedge, data center deals accelerate, and AI moves deeper into PE.

Gaston Brizuela Bosio

Survey

Private Capital Firms Prepare for Increased Deal Activity

Sep 3, 2026

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3 min read

Private Capital Firms Prepare for Increased Deal Activity

Our latest PE150 Micro Survey suggests a meaningful share of the industry is already preparing to put more capital to work.

Gaston Brizuela Bosio

Your Weekly Edge for Better Deals
in Just 5 Minutes

Articles

Private Credit’s Concentration Problem

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI Into Value Creation

Productivity Is Quietly Improving the U.S. Growth Equation

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Private Capital Firms Prepare for Increased Deal Activity

PE 150

Home

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Your Weekly Edge for Better Dealsin Just 5 Minutes

Articles

Private Credit’s Concentration Problem

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI Into Value Creation

Productivity Is Quietly Improving the U.S. Growth Equation

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Private Capital Firms Prepare for Increased Deal Activity

PE 150

Home

Menu

Your Weekly Edge for Better Deals
in Just 5 Minutes