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The definitive source of private markets intelligence.
Private Credit Outpaces Traditional Asset Managers in Retail Race | Weekly Pulse
Must Know: Private Credit Surges as Traditional Asset Managers Struggle to Keep Pace Bottom Line: Private credit firms are rapidly...
5 days ago5 min read
Private Capital Targets $7 Trillion Data Center Boom
According to Blue Owl Capital's latest whitepaper, private capital firms are positioning themselves as essential partners in financing the AI-driven infrastructure boom, with data center capital expenditure in North America projected to reach nearly $7 trillion by 2030. The investment firm argues that traditional capital markets are straining under unprecedented AI-related spending, creating opportunities for alternative financing through build-to-suit development and sale-le
Sep 162 min read
Infrastructure Investing Evolution And Value Creation Strategies
Infrastructure investing has evolved beyond passive ownership to require operational intensity and network-building capabilities.
Sep 53 min read
Venture Capital Evolves Beyond Traditional Stage Boundaries
The venture capital industry is undergoing a fundamental transformation as firms abandon traditional stage-focused investing in favor of comprehensive software investment platforms that can deploy capital from Series A through full buyouts. Deven Parekh, Managing Director at Insight Partners, argues this "stage agnostic" approach provides superior market intelligence and better outcomes for both entrepreneurs and investors.
Aug 143 min read
Private Equity Slows Sharply in Q2 2025 as Tariff Uncertainty Bites
Global private equity dealmaking plunged in Q2 2025, with total announced investment dropping to $363.7B across 3,769 deals, the lowest volume since Q3 2020, according to KPMG’s Pulse of Private Equity Q2’25. The slowdown was most pronounced in Asia and the Americas, as investors delayed deals pending clarity on U.S. tariff policies — despite blockbuster U.S. transactions like Blackstone’s $11.5B TXNM Energy buyout.
Aug 132 min read
Blue Owl Capital Hits Record $12.1B Quarterly Fundraising as AI Infrastructure Boom Drives Unprecedented Growth
Blue Owl Capital delivered a record-breaking Q2 2025 performance with $12.1 billion in equity fundraising and $284.1 billion in AUM (up 48% YoY), marking the 17th consecutive quarter of management fee and FRE growth. The alternative asset manager continues aggressive expansion through strategic acquisitions and new product launches, positioning itself at the intersection of AI infrastructure demand and private credit markets while successfully scaling institutional and privat
Jul 314 min read
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