Weekly Round Up

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

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.

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The Quiet Revolution Reshaping Private Equity

The Quiet Revolution Reshaping Private Equity

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

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Cash Flow Illusions: Quantum Bets and Hidden Credit Risks

Cash Flow Illusions: Quantum Bets and Hidden Credit Risks

We look at a tale of two markets: private credit investors are discovering that reported cash flows may be more fragile than they appear.

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Time Is the Alpha: Compounding, Tech Deals, and Distribution Pressure

Time Is the Alpha: Compounding, Tech Deals, and Distribution Pressure

Covering the rule of 72 and compounding as its own asset class, global tech buyout deals, NPS in diligence, and global buyout distributions drought.

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The 2026 Outlook: Rates, Spreads, and Competition

The 2026 Outlook: Rates, Spreads, and Competition

We examine how PE sponsors, bankers, consultants, and investors expect interest rates to evolve over the next 12 months.

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The Mega IPO Wave Is Back. Here's What's Next.

The Mega IPO Wave Is Back. Here's What's Next.

Diving into the return of Mega IPOs, add-on acquisitions continue to represent a significant share of global private equity buyout activity, private markets fundraise in 2025 toalized $1.3T.

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The $35B Warning Sign in Private Credit

The $35B Warning Sign in Private Credit

Covering private credit`s fundraising concentration.

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Private Credit’s Weak Spots Are Starting to Show

Private Credit’s Weak Spots Are Starting to Show

Covering private credit biggest vulnerabilities, IPO cycle becoming dependent on three main companies, private capital market AUM, and the recurrent PE liquidity stress.

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The $1 Trillion AI IPO Question Everyone’s Asking

The $1 Trillion AI IPO Question Everyone’s Asking

Sticky inflation, private credit stress, UK PE value creation, and OpenAI’s possible IPO.

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AI Took Another Step Toward Replacing White-Collar Work

AI Took Another Step Toward Replacing White-Collar Work

Covering how AI is redifining the labor`s market, Gross PE returns across different managers and how supply chain stress is growing again, pushed by geopolitical tensions and energy costs shock.

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LPs Continue to Bet on Private Markets

LPs Continue to Bet on Private Markets

We're covering LP’s commitment to private markets, South America fintech landscape, and CVC €4B exit in Naturgy.

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Gaming Deals Surge as Policy Uncertainty Returns

Gaming Deals Surge as Policy Uncertainty Returns

We're covering private equity`s investment trends in the gaming industry, global PE fundraising activity by top 10 firms AUM, evergreen capital continues on the rise, and Economic policy uncertainty returning to disrupting levels.