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Latest Posts
Private Credit: Opportunity or overstretch?
The private credit market has surged to $2.1 trillion in 2023, marking a significant leap from $1.84 trillion in 2022. This growth represents a 15% compound annual growth rate (CAGR) over the past decade, driven by demand for alternative financing options that offer flexible structures and attractive yields.
Travel Insurance: Untapping Billions in Revenue through Innovation and Safety
Since 1950, the number of international tourists has grown steadily from 25 million to 1.3 billion in 2023, reflecting a CAGR of 5.57% over this period. Although growth has slowed in the 21st century, the long-term trend remains positive.
M&A values by sector, NAV Financing Boom, Blackstone’s Latest Acquisition
This week’s deep dive reminds us of the continued strategic importance of M&A as a core value creator. On the trend front, it seems diligence spending won’t be slowing down as firms are expected to spend $80 billion in the next 5 years.
The $73B Opportunity In Mobile Phone Insurance, Evergreen fund growth, Blackstone's $22B Push
This Friday we deep dive into the investment opportunity in mobile phone insurance which is growing at a CAGR of 12.77%. Evergreen funds continue growing in the secondary market, offering greater liquidity, projected to reach 25-30% of AUM within three years. And Blackstone raised $22 billion for its Senior Direct Lending Fund.
EQT's $14.5B Move, PE's Infinite Game (Theory), 20 Oldest Companies In The World
This week we explore how private equity must understand the game they’re playing, and adopt the mindset of an infinite game to succeed. We also cover the strength of the US economy via robust consumer spending, a strong labor market and high investment rates.
