With realizations falling sharply in 1Q25, public GPs are re-architecting their models to prioritize stability and recurring income. In turn, private credit and perpetual capital are emerging as core pillars...

US venture-backed M&A is not entering a phase of exuberant recovery; it is undergoing a structural reset. As founders face depleted runways and general partners encounter growing pressure to generate...

US venture capital (VC) activity in 1Q25 remained highly concentrated, with AI deals dominating both capital and headlines. Yet beneath the surface, liquidity stayed tight, valuations fragmented, and returns increasingly...

The temporary rollback of tariffs between the US and China appeared to lift public market sentiment, but it offers little resolution for private equity (PE) investors. With core trade disputes...

In early April 2025, the Trump Administration announced sweeping reciprocal tariffs on imported goods from major trading partners. The White House framed the move as fixing asymmetries in trade and protecting national...

In early April 2025, the US enacted sweeping new import tariffs, marking one of the decade’s most significant trade policy shifts. For retailers and e-commerce companies, this tariff shock represents...

While public commitments to environmental, social, and governance (ESG) have softened, sustainable investing in private markets is undergoing a strategic evolution rather than a retreat. Investors increasingly integrate material ESG...

Private equity (PE) activity in healthcare services hit a new low in 1Q25 as macroeconomic volatility and policy shocks disrupted deal flow. Yet amid the turbulence, investors are pivoting to...

After a prolonged IPO drought, many venture-backed startups in the US were eagerly eyeing 2025 as a year to finally go public, but the most recent US tariffs have now...

The global real estate fund market in 2024 was marked by cautious recalibration rather than a collapse. As allocators navigate macroeconomic headwinds and a tougher distribution environment, capital is consolidating...