Long Form Article

Housing at the Core: Inflation Persistence, Asset Repricing, and the Political Economy of Institutional Ownership

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.

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.

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.

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.

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.

Private Equity Exits & Liquidity in Europe: A Market Caught in the Crosscurrents

European private equity (PE) markets are undergoing a prolonged adjustment phase.

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Private equity (PE) firms are staring down a liquidity conundrum — and 2025 may mark a critical turning point.

Secondaries Get Smarter

The private equity secondaries market has officially roared back to life in the first half of 2025, with total deal volume surpassing $100 billion—an all-time high for any half-year period.

Private Credit Rates Fall

Q2 2025 Sees Decline in Private Credit Defaults, Indicating Market Strength

Liquidity in Private Equity: Evergreen Solutions for a Dry Spell

Private equity’s liquidity challenge is evolving into a structural feature of the market.

Equity Is Powerful—Liquidity Makes It Real

Equity compensation continues to be a competitive differentiator, especially when paired with liquidity opportunities.