Market Insights

The Q3 2026 Sweden Market Snapshot provides an overview of macroeconomic and microeconomic trends in the region spanning both private and public markets.

This analyst note examines the US VC secondary market past its peak, exploring how shifting liquidity dynamics are reshaping platforms, trading patterns, and retail investor access.

The Q3 2026 Germany Market Snapshot provides an overview of macroeconomic and microeconomic trends in the region spanning both private and public markets.

The US Private Credit & Middle Market Weekly Wrap highlights the latest activity in the private credit asset class, including in-depth stories, complemented by data on middle-market deals.

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.

This analyst note identifies the most promising datacenter-exposed segments across chips, energy, construction, and logistics, and examines how AI-driven capital is flowing into them.

Our Healthcare Services Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded healthcare services companies.

The Q3 2026 Biopharma 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.

Inference will account for 75% of AI compute demand by 2030. We rank top VC-backed inference chip companies by capital efficiency. Etched leads at 12.3x on $1.7 billion raised.

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 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.

This analyst note examines the physical AI infrastructure landscape, assessing where durable commercial opportunities lie for suppliers of robot learning data and tools.

Europe is nearing one of its strongest years for public-to-private buyouts—driven by megafunds and waning public market appeal. We examine why the UK leads and what it means for GPs and LPs.

The Q3 2026 UK Market Snapshot provides an overview of macroeconomic and microeconomic trends in the region spanning both private and public markets.

The Q3 2026 Italy Market Snapshot provides an overview of macroeconomic and microeconomic trends in the region spanning both private and public markets.

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.

Trade body ILPA has published new guidance for LPs that want to invest in a CV without losing their favorable economic terms.

After decades spent on consolidating dentists and eye doctors, private equity took a shot at med spas and GLP-1 clinics. The first big exit test comes in 2027.

The credit profile of distressed loans is weaker than during the pandemic sell-off.

SpaceX called the deal the largest-ever committed GPU financing.

The median valuation of AI chip makers has grown 9x in two years, raising the bar for what makes a successful exit.

The indicator leverages deal-level data to quantify how startup friendly or investor friendly the capital raising environment is.

Investors say continuation funds will keep growing, even if sponsor-to-sponsor M&A and IPOs bounce back tomorrow.

Secondary buyers are taking on the illiquidity burden of the buyout market and need to ensure they are adequately compensated for the risk.

Federated Hermes’ Cameron Payne says long relationships, not fast deals, protect investors.

Aletheon Investments will advise Partech Growth I and II after investors approve the split.