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Research Deep Dive

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Private Equity Value Creation Through AI

Private Equity Value Creation Through AI

Private equity is entering a structurally different era of value creation.

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Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

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Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

The U.S. energy sector remains one of the most resilient and financially compelling markets for investors seeking tax efficiency, stable cash flow, and returns naturally protected against inflation.

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Fed Rates as Signals for Investors

Fed Rates as Signals for Investors

For decades, investors have tried to interpret the cadence of the Federal Reserve’s policy cycle — when to expect the next rate cut, how to allocate across asset classes, and which indicators truly signal a durable recovery.

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Momentum in Motion: How the Middle Market Became the Engine of Private Deal Activity

Momentum in Motion: How the Middle Market Became the Engine of Private Deal Activity

Over the past 15 years, the U.S. middle market has evolved from a niche segment into a defining force in private capital deployment.

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University Endowments and the Rise of Alternatives: The Expanding Role of Universities as Private Equity LPs

University Endowments and the Rise of Alternatives: The Expanding Role of Universities as Private Equity LPs

University endowments have long served as the financial backbone of higher education, sustaining academic excellence, research, and student opportunity across generations.

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Neither Overconcentration nor Overdiversification, the 12-24 Rule

Neither Overconcentration nor Overdiversification, the 12-24 Rule

Portfolio concentration has long been both the source of extraordinary returns and the downfall of many investors.

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The Weakening Dollar and the Private Equity Borrowing Playbook

The Weakening Dollar and the Private Equity Borrowing Playbook

For nearly eight decades, the U.S. dollar has underpinned the architecture of global finance—an unrivaled medium of exchange, benchmark for valuation, and anchor for cross-border capital. But that foundation is shifting.

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The State of Deal Sourcing in Private Markets

The State of Deal Sourcing in Private Markets

Deal sourcing has always been central to the private markets ecosystem, but in recent years it has become simultaneously more complex and more competitive.

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Time Is the Real Asset

Time Is the Real Asset

Most investors spend their energy debating what to invest in, stocks vs. real estate, public markets vs. private equity, safe bonds vs. aggressive startups.

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Private Equity Opportunities in a $1.8 Trillion Market Defined by Capital Scarcity, Selective Risk-Taking, and Structural Bottlenecks

Private Equity Opportunities in a $1.8 Trillion Market Defined by Capital Scarcity, Selective Risk-Taking, and Structural Bottlenecks

The global biopharmaceuticals market is on track to expand from $469 billion in 2024 to nearly $1.8 trillion by 2034, compounding at 14% annually.

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GP-Led Secondaries: Shaping the Future of Private Equity

GP-Led Secondaries: Shaping the Future of Private Equity

The GP-led segment of the private equity secondary market has emerged as one of the most strategically significant and dynamic areas in the industry.