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The Transatlantic Performance Divide Is Real

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.

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

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

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

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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

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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.

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Canada M&A: From Peak Euphoria to Selective Rebound

Canada M&A: From Peak Euphoria to Selective Rebound

Canadian M&A over the past decade reflects a full valuation cycle: expansion, dislocation, reset, and early recovery.

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Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Payment-in-kind (PIK) interest has moved from a marginal feature of private credit documentation to a central indicator of borrower stress and portfolio risk.

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Private Equity Exits Are Reawakening in Europe

Private Equity Exits Are Reawakening in Europe

After two years of drought, Europe’s private equity exit market is showing real signs of life.

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Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

After two years of muted activity, private equity in Latin America is staging a comeback.

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Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

The rapid expansion of private credit has reshaped the modern financial system, blurring traditional boundaries between banks and nonbank lenders.

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Private Credit’s Liquidity Illusion

Private Credit’s Liquidity Illusion

In a proprietary PE150 survey of 132 industry professionals, one risk loomed larger than all others: illiquidity in distressed scenarios.

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Private Debt Indexes vs. Real Estate: A Decade of Comparative Performance

Private Debt Indexes vs. Real Estate: A Decade of Comparative Performance

In recent years, investors have increasingly turned toward private debt as an alternative to traditional fixed-income strategies.

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PE Liquidity Pressure: A Growing Strain Across the Private Equity Landscape

PE Liquidity Pressure: A Growing Strain Across the Private Equity Landscape

Private equity (PE) firms are facing mounting liquidity pressure as longer holding periods, valuation mismatches, and increased investor demands converge to stress the traditional PE exit cycle.