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MarketsPrivate Equity4th June 2026
As Bain and GHO rotate into Japan and healthcare, Astorg cannot raise a fund and JPMorgan quietly offloads NAV loan exposure. The private equity industry is not in a slowdown. It is in a shake-out.
Alexander Eklund8 min read
The value of a degree is under siege as generative AI threatens to turn academic achievement into a hollow commodity.
Martim Domingos15 min read
As AI disruption freezes software heavy buyout funds and retail capital retreats, a handful of firms are moving decisively in the opposite direction. The private equity market is splitting into winners and losers in real time.
Alexander Eklund8 min read
OpinionPoliticsPublic Policy7th May 2026
Nigel Farage has reshaped British politics through “common sense” populism and the rise of Reform UK. But have his promises on immigration and the economy been kept, and what does his success reveal about British democracy?
Josh Dolan17 min read
Markets27th April 2026
Goldman's near miss looked like good news. It was really a warning about everything else.
Abir Ghosh Biswas5 min read
Prediction markets are booming, with Bernstein projecting $240 billion in volume this year. The case for why they work is compelling. The case for why they might not is just as important.
Jay Patel9 min read
Macro21st April 2026
Disruptions in the Strait of Hormuz are exposing the fragility of global trade, raising the risk that decades of hyper-globalisation begin to fragment.
Matthew Mahrous6 min read
Macro21st April 2026
The Iran war handed the Bank of Japan a policy trap it cannot easily escape. Holding rates to avoid a growth shock is letting the yen slide toward levels that historically trigger intervention. Hiking to defend the currency risks making the growth shock worse.
Raghu Kohli8 min read
Markets21st April 2026
A Connecticut credit firm is lending millions against World Cup resale tickets, betting the markup holds. The trade exposes a wider story about how Wall Street is learning to finance scarcity.
Sonal Weerasekera8 min read
Is the problem water companies, or the system meant to regulate them?
Josh Dolan3 min read
Private CreditMarkets14th April 2026
Investors attempted to pull more than $20bn from the largest private credit funds in Q1 2026, only to find the exits partially closed. The episode marks the sector's first real test of cycle maturity.
Sonal Weerasekera6 min read
The war in Iran is testing the informal bargain that has let America borrow cheaply for half a century. The allies whose cooperation sustains that privilege had no say in the conflict, yet they are bearing its economic cost.
Jack Childs16 min read