Weekly Round Up

Private Markets Are Repricing Patience

We're covering private real estate against other asset classes, PE investments in infrastructure, fundraising shifting from growth capital to liquidity capital, and the real cost of modern liquidity.

From Illiquidity Premiums to India’s Space Boom

The illiquidity premium and the default rates in private credit, Canada’s late stage venture capital problem, and India’s $1.1B space tech unicorn.

PE’s Favorite Exit Strategy Isn’t an Exit Anymore

Covering the growing fragility behind global energy markets, private capital’s widening sector divide, continuation vehicles reshaping PE liquidity, and why tariffs are increasingly landing on the US consumer.

Where Private Credit Breaks (and Where You Win)

Liquidity Is Breaking Private Equity (Quietly)

We're unpacking the proximity premium shaping alpha generation

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

This week we're covering the largest U.S corporate bond issuers, the U.S average PE deal size, and the $34B Kone TKE deal merger.

$1.4T at Risk? Private Credit Cracks Start to Show

This week we're covering overing rising stress beneath private credit’s $1.4T expansion.

Private Credit Meets Resistance and EQT Makes a $15B Move

Call it a market in transition, not surrender. The survey shows banks still competitive in the mid-market

The $51.7B Land Grab + PE’s Exit Problem Solved?

This week we're covering the rise of continuation vehicles as private equity’s new exit playbook

Private Credit’s Biggest Tailwind (And It’s Accelerating)

Today we cover the key driver behind private credit’s growth: the decline in bank lending as a share of U.S. GDP.

Private Credit +2,320%: The System Has Shifted

This week we're diving into private credit as the new risk warehouse, why deal flow isn’t translating into closes, how ERISA is reshaping access to alternatives, and the rise of engineered liquidity in private markets.

Banks vs. Private Credit: Who’s Actually Winning?

Today we're diving into the financing tug-of-war between banks and private credit.