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The definitive source of private markets intelligence.
Private Equity Poised to Revolutionize Struggling Shipbuilding Industry
What's New McKinsey's recent report reveals that as global demand for military and commercial vessels surges past available supply,...
Apr 152 min read
European PE Market Slows Amid Geopolitical Headwinds in Q1 2025
European PE adapts to geopolitical tensions with smaller deals while fundraising stays robust, especially in middle-market and growth segments.
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Apr 102 min read
Trump's New Tariffs Could Slash PE Portfolio Profits, PwC Analysis Shows
President Trump's America First Trade Policy and Fair and Reciprocal Plan could impose significant new tariffs beginning April 2, with China
Apr 52 min read
Trump Tariffs Trigger PE Plunge as BlackRock Expands and Private Credit Targets Housing Market
Private Markets Pulse: PE Stocks Plunge 15% as Tariffs Shock Markets, While BlackRock's 50/30/20 Model Aims to Unlock $50T in Private Assets
Apr 56 min read
Private Credit Boom Raises Financial Stability Concerns
Private credit's $2.3T market boom combines illiquid assets with retail investors, creating hidden risks in an untested asset class.
Mar 12 min read
Morningstar Podcast | Risks, Benefits, and Options for Individual Investors in Private Assets
Private assets becoming available to retail investors via funds. Risks include low liquidity & disclosure. Private credit more common than e
Jan 112 min read
Morgan Stanley | Semi-Liquid Private Credit Funds Emerge as Key Growth Driver in Alternatives
Innovative "semi-liquid" fund structures are revolutionizing private market access for wealth management investors.
Jan 81 min read
Neuberger Outlook | Five Major Shifts Signal Market Regime Change
Neuberger Berman sees 5 major shifts coming in 2025
Dec 28, 20241 min read
Macquarie Outlook | Growth Opportunities Amid Rate Cuts
Macquarie Asset Management's 2025 outlook projects a constructive investment environment marked by falling interest rates and ro
Dec 28, 20241 min read
KKR 2025 Economic Outlook | Divergent Recovery Has More Room to Run
KKR's Henry McVey delivers a nuanced "Glass Half Full" outlook for 2025, predicting continued but uneven global growth amid unpr
Dec 28, 20242 min read
Russell Outlook | Trump's Return Reshapes Investment Landscape
The return of Donald Trump to the White House in 2025 is poised to dramatically reshape global markets.
Dec 27, 20242 min read
Mercer Outlook | Markets Enter New "Swing State" Era
Mercer's 2025 investment outlook identifies major market pivots underway, including a massive shift in market concentration.
Dec 26, 20241 min read
Goldman Sachs Survey | Private markets gaining momentum, but challenges remain
Private market investors express growing optimism across asset classes as inflation moderates and valuations adjust, according to Goldman Sa
Dec 25, 20241 min read
iCapital 2025 Outlook | Solid Growth Ahead, But Watch For Wild Cards
iCapital's 2025 market outlook projects 2.1% U.S. GDP growth and an S&P 500 fair value target of 6,700, but highlights several m
Dec 24, 20241 min read
Schroders Outlook | Small-cap PE deals surge as rates ease
What's new: Private equity markets show strong signs of recovery heading into 2025, with small and mid-cap deals leading the rebound as...
Dec 24, 20241 min read
KKR Infrastructure Review | Looming Digital Power Crisis as AI Drives Data Center Demand
KKR's latest infrastructure report reveals a critical convergence of digitalization and energy transition, as data centers strug
Nov 1, 20241 min read
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