5% Yields Hit PE, The Add-On Bottleneck, Private Credit Stress

Plus: defaults move higher, a $4B aviation deal, and AI gives enterprise automation a new M&A angle.

$200B Infrastructure Boom, Tech Funds Rebound, AI Hits the P&L

Plus: why sales headcount can mislead investors and the UK’s tightening policy squeeze.

$11B AI Debt Boom, Europe’s LBO Comeback & Blackstone’s $6.6B Bet

AI is reshaping credit markets, European buyouts are accelerating, and infrastructure keeps attracting mega-checks.

PE’s $260B Parallel Exit Market, AI Multiples & The Fed Tightens

Secondaries are rewriting the exit playbook, AI is entering the valuation equation, and higher rates are back on the table.

PE’s Macro Playbook Just Changed

Private equity is hunting macro alpha as default risk cools and another 25 basis point rate move comes into focus.

Healthcare’s $281B Rebound, PE’s Distribution Problem, Oil Shock Hits the Fed

Healthcare M&A rebounds, distributions lag, and higher oil prices put rates back in focus.

Private Credit’s Concentration Problem

Private Credit Concentration, Oil’s Financing Shock, and GE Aerospace’s $11.75B Bet

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI adoption is widespread, but value capture is lagging. Plus, energy’s infrastructure bottleneck and a productivity tailwind for margins.

KKR’s $17B Exit, Private Credit’s Tech Shift, AI’s $1.3T Buildout

Plus: the 60/40 portfolio loses its hedge, data center deals accelerate, and AI moves deeper into PE.

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

More managers, less track record clarity. Plus, AI enters its prove-it era and cyber budgets keep climbing.

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Buyout activity rebounds, BDC valuations reshape private credit deployment, and Victory Capital makes a major scale play.

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

Emerging markets pull ahead in insurance, manager selection becomes the real alpha, and CRE liquidity starts to thaw.

The Smart Money Is Rethinking Multiples

Where PE experts see valuation multiples heading, where fixed income is still delivering yield, what global venture fundraising is signaling, and why Thoma Bravo is taking Accelerant private.

Sports Gets Institutional, Evergreen Grows & Exits Reopen

Sports are becoming an asset class, evergreen funds are becoming a fundraising cheat code, and exits are finally showing signs of life.

Private Equity’s Exit Problem Is Getting Bigger

Record portfolio inventory is meeting slower exits, pushing sponsors toward new liquidity strategies.

PE’s Scaling Paradox Meets Rising Deal Activity

Smaller funds are outperforming, PE is writing bigger checks, and AI is finally showing up in the productivity numbers.

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.