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Homeownership Is Stuck: An Opening For PE

Homeownership Is Stuck: An Opening For PE

And we're covering private equity's residential real estate opportunity, continuation funds are outperforming traditional vehicles, and ESG is positioning itself as a top value creation lever.

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A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-days Nash Equilibrium between US and China in Trade Tariffs

In December 2024, the world’s two largest economies—locked in a high-stakes tariff war for over two years—quietly stepped back from the edge.

Deep DiveDeep Dive
Residential Real Estate: America’s $45 Trillion Fortress

Residential Real Estate: America’s $45 Trillion Fortress

Private equity may chase the next AI revolution, but the real capital moat sits in something far more tangible, American homes.

Weekly IssueWeekly Issue
The Market Everyone Ignored Is Scaling Anyway

The Market Everyone Ignored Is Scaling Anyway

It's Wednesday, and we're covering private equity`s golden opportunity in the African e-commerce market, 50% of respondents expect FED’s benchmark interest rate to hold steady, and private credit’s growing share in the high yield bond market.

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India Overtakes China in the PE Growth Race

India Overtakes China in the PE Growth Race

India is winning the long game in Asia’s private equity reshuffle.

Deep DiveDeep Dive
The Private Capital Opportunity of eCommerce in Africa

The Private Capital Opportunity of eCommerce in Africa

Africa's digital transformation has ignited a remarkable surge in eCommerce activity, catalyzing a revolution in how people shop, pay, and engage in commerce.

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The US-UK "Trade Deal"—Optics Over Substance

The US-UK "Trade Deal"—Optics Over Substance

After weeks of negotiation, the US and UK unveiled what’s being branded as a “historic” trade agreement. In reality, the deal is modest—thin on structural reform and heavy on political signaling.

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Private Equity Eyes Fed’s 2025 Rate Path: What It Means for Private Markets

Private Equity Eyes Fed’s 2025 Rate Path: What It Means for Private Markets

As 2025 unfolds, private equity (PE) firms are closely monitoring the Federal Reserve's interest rate trajectory, recognizing its profound impact on dealmaking, valuations, and fundraising.

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Private Credit’s Quiet Takeover of High-Yield Lending

Private Credit’s Quiet Takeover of High-Yield Lending

Private credit has transformed from a niche asset class into a dominant force in leveraged finance, now rivaling traditional high-yield bonds and syndicated loans.

Weekly IssueWeekly Issue
Why Biotech Isn’t What It Used to Be (And That’s Good)

Why Biotech Isn’t What It Used to Be (And That’s Good)

Today we're covering private equity`s golden opportunity in the $4.9T market of Biotech, Sanofi moves the market with a $11.4B exit in its consumer health unit Opella, Nearly 60% of LPs plan to increase their private equity allocations in 2025.

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US FinTech Investment Cools in Q1 2025 as Investors Shift Toward Smaller, Strategic Deals

US FinTech Investment Cools in Q1 2025 as Investors Shift Toward Smaller, Strategic Deals

In the first quarter of 2025, the U.S. FinTech sector witnessed a pronounced recalibration, with both deal volume and capital deployment declining in comparison to previous quarters and the same period last year.

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Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

The U.S. economy is poised for a marked slowdown in 2025, with GDP growth expected to decelerate to just 1.2%—a sharp drop from 2.8% in 2024, according to Oxford Economics.

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