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The definitive source of private markets intelligence.



Insurance Giants Embrace Private Markets Boom
According to S&P Global Market Intelligence's 2025 US Insurance Investments Market Report, life insurers accelerated their shift toward alternative investments in 2024, with other long-term invested assets and mortgage loans each gaining portfolio share for the fourth consecutive year.
6 days ago2 min read


Private Equity Pivots to Organic Growth Amid Market Freeze
Private equity firms are abandoning traditional value creation playbooks in favor of organic growth strategies as prolonged high interest rates and extended exit timelines force a fundamental industry transformation. According to Alvarez & Marsal's inaugural North American survey of 50 PE investors and portfolio executives, firms are implementing comprehensive operational improvements and AI-powered initiatives across portfolio companies rather than relying on multiple expans
Jul 303 min read


Private Credit Emerges as Key Portfolio Stabilizer
Lawrence Golub, CEO of Golub Capital and four-time consecutive Lender of the Year winner, warns that manager selection and long-term thinking will separate successful investors from those caught unprepared when the inevitable downturn arrives.
Jun 283 min read


Private Credit At Crossroads Amid Macroeconomic & Regulatory Shifts
Private credit markets are experiencing explosive growth as traditional bank lending retreats, creating a fundamental shift in how companies access capital and investors generate returns. What started as a $2 trillion niche market serving private equity sponsors has evolved into a $30 trillion global opportunity encompassing infrastructure, real estate, and investment-grade corporate lending.
Jun 144 min read


Apollo's Scott Kleinman On Public-Private Market Convergence
Scott Kleinman, Co-President of Apollo Asset Management, spoke to the Money Maze Podcast from New York about what he calls the "irreversible convergence" of public and private markets.
Jun 83 min read


Private Markets At Inflection Point As 40-Year Tailwinds Reverse
Jacob Miller, co-founder and Chief Solutions Officer at Opto Investments and former Bridgewater Associates investor, warns that private markets face a fundamental shift as three massive 40-year economic tailwinds are reversing course.
Jun 53 min read


Partners Group Sees Opportunity Window in Market Volatility
Partners Group's Q2 2025 Private Markets Chartbook reveals a significant shift in the investment landscape as policy-driven volatility creates strategic buying opportunities for nimble private market investors.
May 162 min read


EQT AB Prices $500M Senior Notes Offering
EQT AB prices $500 million of 5.850% Senior Notes due 2035, with proceeds to be used for general corporate purposes.
May 11 min read


Private Markets Eye Growth Despite Warning Signs in Investment Climate
S&P Global Market Intelligence's 2025 Private Markets Playbook reveals private equity and venture capital partners expect improved deal activity and fundraising this year, with megadeals reaching a three-year high in 2024 and AI investments surging 70% year-over-year to $83 billion. Lower interest rates are expected to unlock further deal activity as the valuation gap narrows between buyers and sellers. Venture capitalists have tripled their investments in late-stage AI compa
Apr 172 min read


Private Credit Surges as Banks' Funding Advantage Narrows, BIS Report
Private credit thrives as low rates, banking regulation, and improved funding costs drive explosive growth.
Mar 132 min read


Market Instability Creates Private Credit Opportunity, Apollo's CEO Says
Market volatility creates prime opportunities for private credit as companies seek reliable capital sources when public markets become less
Mar 92 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


Howard Marks on Markets, Tech Selloff and Private Credit
In Brief: Former Bloomberg TV anchor John Dawson interviewed Oaktree Capital Co-Chairman Howard Marks at the Global Alts Miami 2025...
Feb 152 min read


CREFC's 4Q 2024 Sentiment Index Shows Broad Optimism as Market Stabilizes
CREFC's 4Q24 Sentiment Index hits record high, showing broad optimism in CRE finance despite higher interest rate expectations.
Jan 282 min read


PE's Perfect Storm: Rate Cuts, Trump Win Set Stage for 2025 | Debevoise Outlook
Trump victory reshapes PE landscape as investors return to market amid rate cuts and regulatory rollbacks, but new challenges emerge.
Jan 232 min read


PE Industry Rebounds in 2024, But Challenges Persist Amid Economic Shifts
PE industry shows resilient recovery in 2024 despite challenges, as deals surge and exits rebound, but fundraising headwinds persist.
Jan 202 min read


Blue Owl 2025 Outlook | Private Credit Set for Watershed Year as Market Evolution Accelerates
Private credit markets enter transformation phase as scale becomes critical differentiator and borrowers seek flexible financing alternative
Jan 162 min read


Cliffwater 2025 Private Debt Outlook | Key Takeaways
Private debt targets 9.3% return in 2025, maintaining stability and downside protection despite yield compression from rate cuts.
Jan 72 min read


Apollo Outlook | Private Markets Brace for "Higher for Longer" Rate Environment in 2025
Apollo Global Management's 2025 outlook reveals private markets are adapting to a new reality where interest rates will remain elevated.
Jan 22 min read


Dechert | Private Equity's 2025 Outlook: Recovery Takes Shape Despite Global Headwinds
Global private equity activity is showing clear signs of recovery heading into 2025, with deal values up 47% in the first three
Dec 28, 20241 min read
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