Weekly Round Up

Private Credit Containment Despite Investor Stress

Private credit default rates containment, Advent acquiring FNZ Bank, latest deals in private equity and must read news.

When Markets Grow but Companies Don't Win

Why bigger funds are generating lower returns, why fundraising has become a battle for LP attention, and why liquidity is returning—but only for the highest-quality assets.

The Financing Window Is Reopening

How credit and financing conditions for M&A are expected to evolve over the next year, while still some concer on default rates.

Housing Heats Up, Europe Wins EVs and AI Unlocks Liquidity

Private Credit’s Par Problem, PayPal’s $53B Bid & More

Continuation vehicles are clearing at par—at least on paper—while fintech scale, AI infrastructure and strategic buyers continue to reshape the deal market.

Pricing for Growth, Blockchain for Insurance & the Search for Liquidity

Blockchain reshapes insurance, IPOs lose appeal, pricing drives growth, and private markets stay active.

AI's Next Bottleneck, Private Credit's Dispersion & Recession Odds

Investors stay cautious, Blackstone backs power infrastructure, and manager selection takes center stage.

The Next Commodity Supercycle Might Be Underground

This week: mining investment trends and the dollar's world role.

The Next Risk in Private Credit Isn't Credit

Why perception is becoming private credit's biggest challenge—and where smart capital is moving next.

Family Offices, Bigger GPs & Better Exits

Family offices gain influence, LPs back fewer GPs, and strategic buyers begin returning to the market.

Optimism Returns, Ares Hits Redemption Limits & Bain's €7.4B Bet

Our latest survey reveals a divided macro outlook, private credit faces a liquidity test, and infrastructure assets remain in high demand.

The Quiet Revolution Reshaping Private Equity

Four briefings on the forces reshaping private markets and the global economy.