$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.

The UK’s Uncomfortable Mix: Growth Slows as Inflation and Borrowing Rise

Industrializing AI Across the Portfolio

From Individual Adoption to a Repeatable Value Creation Engine

The Power Investment Supercycle

Private Capital and the Next Phase of Electricity Infrastructure

$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.