Author
MarketsGlobal Healthcare19 Jun 2026
Novo Nordisk and Eli Lilly have proven GLP-1 drugs can deliver surgery-level weight loss - but with patients regaining much of it after stopping, the market's real value may depend on long-term adherence rather than who wins on efficacy.
GLP-1ObesityNovo NordiskEli LillyPharmaceuticals
Abdul Wasey Bhatti5 min read
Read ArticlePrivate EquityGlobal Healthcare12 Jun 2026
As AI clouds software valuations, private equity is pivoting towards healthcare – a sector whose demand is underpinned by demographics and disease burden that can be forecasted decades ahead.
Private EquityHealthcareMergers and AcquisitionsDemographicsGlobal Healthcare
Abdul Wasey Bhatti6 min read
Read ArticleMarkets27 Apr 2026
Goldman's near miss looked like good news. It was really a warning about everything else.
Private CreditGoldman SachsLiquidityCredit Risk
Abir Ghosh Biswas5 min read
Read ArticleMarkets21 Apr 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
Read ArticlePrivate MarketsPrivate Equity28 Mar 2026
From Blackstone's bid for Senior plc to the largest LBO in history and a regulatory clash threatening the private credit ratings ecosystem, this week laid bare the tensions running through global private capital markets.
Private EquityLeveraged BuyoutsPrivate CreditM&A
Sonal Weerasekera7 min read
Read ArticleMarketsPrivate Equity24 Mar 2026
Record unsold assets, zombie funds, and pension pain. Why the private equity industry is at a structural turning point.
Private EquityPension FundsM&AZombie FundsInterest Rates
Alexander Eklund12 min read
Read ArticleMarketsPrivate Credit16 Mar 2026
Retail investors are pulling billions, insiders say defaults are already here, and banks are quietly tightening credit. The mixed signals across private credit mask a single uncomfortable truth.
Private CreditPrivate EquityRiskWall Street
Alexander Eklund7 min read
Read ArticleMarketsPrivate Credit12 Mar 2026
Partners Group Chair Steffen Meister warns AI will create an asymmetric disaster for private credit, where lenders absorb the losses from disrupted companies while capturing none of the upside.
Rohan Talwar6 min read
Read ArticleMarketsPrivate Credit4 Mar 2026
Investors pulled $3.7 billion from the world's largest private credit fund. BCRED has posted its first ever net outflows, signalling a turning point for the entire industry.
Rohan Talwar5 min read
Read ArticleMarketsPrivate Credit24 Feb 2026
Blue Owl permanently restricts investors from withdrawing cash from its inaugural retail debt fund, backtracking on plans to reopen redemptions this quarter.
Oscar McGuinness6 min read
Read Article