Market Insights

The Q2 2026 Global Unicorn Tracker provides a comprehensive analysis of VC-backed companies valued at $1 billion or more, covering deal activity, valuations, exits, and the PitchBook Business Quality framework and offering perspective on the biggest trends shaping the unicorn landscape.

This analyst note argues that pricing AI models by completed tasks rather than token cost reveals a different competitive picture, with implications for buyers and providers.

This analyst note examines OpenAI’s IPO delay as a valuation signal, and its implications for Anthropic’s IPO timing and the broader AI IPO pipeline.

The 2026 Sustainable Investment Survey illustrates survey responses from GPs, LPs, and more regarding the evolving ESG and Impact investment landscape.

The 2026 Greater China Private Capital Breakdown spans datasets covering Greater China’s VC and PE deals by sector and region, as well as exit and fundraising activity.

The Q3 2026 Quantitative Perspectives report examines venture’s liquidity paradox, where record exit value coexists with historically low fund distributions and a growing IPO backlog.

The 2026 India Private Capital Breakdown examines the region’s PE and VC markets and analyzes recent events’ impacts on these spaces.

The Global CLO Weekly Wrap combines breaking commentary with the latest CLO and loan data for the US and European markets. Data includes individual deal details as well as broad market volume and spreads, divided by coupon, deal type and ratings. All charts and underlying data are provided in a corresponding data pack.

The Global Distressed Credit Weekly Wrap provides a comprehensive summary of the latest news for leveraged loans and high-yield bonds, and a rundown of courtroom bankruptcy activity.

The Q2 2026 Oil & Gas Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

This analyst note examines how new payment infrastructure and protocols are emerging to enable AI agents to transact, and where investors should focus within this market.

The 2026 Climate Tech Funds Report offers a comprehensive guide to climate tech specialist managers across venture capital.

The Q2 2026 Chips & Datacenters Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

The Private Capital Return Barometers provide a data-driven, factor-based assessment of US private market fund performance, offering timely estimates of quarterly returns and insights into market conditions across asset classes.

The Q3 2026 Quantitative Perspectives: US Market Insights report examines how private capital markets are navigating macro volatility and persistent liquidity constraints.

This analyst note assesses Anthropic’s business quality, revenue outlook, and compute strategy ahead of its S-1 filing to evaluate whether its reported $2 trillion valuation is justified.

This analyst note initiates coverage of Databricks, assessing its AI business quality, financial forecasts, and valuation to determine whether its $190 billion price leaves room for investor returns.

This analyst note examines why Europe has yet to produce a $1 trillion company, exploring the structural barriers to scale and forecasting when the continent’s top contenders could reach that milestone.

The Q2 2026 European VC Valuations Report delves into the sizes and valuations of European venture deals.

This analyst note explores why most of the over 24,000 APAC companies funded during the 2020 to 2021 VC boom remain active and private—but stuck. We track the boom-era cohort through the market reset.

The H1 2026 APAC Private Capital Breakdown examines the region’s PE and VC markets in Greater China, India, Japan, South Korea, Australia & New Zealand, and Southeast Asia.

VC and tech deployments have surged, but PE-exposed consumer sectors have stalled due to slowing growth

Just three of 16 sponsor deals were new platform buyouts, as the Hormuz closure drains reserves and a widening Red Sea conflict threatens Suez.

The refinancings generally have been limited to the higher-quality tier of direct-lending names.

Proceeds support Platinum Equity’s acquisition of a 50% stake in Nestlé’s water and beverage business to create an equal joint venture.

The fund aims to deploy up to 45% in South and Southeast Asia, where demand for clean energy is at an all-time high.

CISOs have more budget than ever—they also have more inbound calls, more lookalikes, and less clarity on what to buy.

Though Jase Auby is optimistic that AI development will look more like the US highway buildout than the collapse of the railroads.

Secondaries investors have sailed into India on several independent tailwinds.

The Premier League club’s chairman Todd Boehly and director Mark Walter sold their combined 26% holding in the London team.

Survey finds 64% favor co-investment or directs as PE’s top capital raiser, versus 20% for primary funds