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The definitive source of private markets intelligence.



Trump Tariffs Confirm KKR's "Regime Change" Global Thesis
Trump's "Liberation Day" tariffs confirm KKR's view that globalization is giving way to regional economic competition.RetryClaude can make mistakes. Please double-check responses.
Apr 122 min read


Apollo 2025 Economic Outlook | US Economy Firing on All Cylinders Despite Higher Rates
Apollo's Chief Economist forecasts continued US economic strength in 2025, with 2.3% GDP growth expected and inflation stabilizing around 2.
Dec 28, 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
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