The Middle East conflict exposed fragile emerging markets, triggering sharp currency volatility.
The Match that Lit the Fire: Volatility in Emerging Markets
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Business
AI Won’t Break the Economy: But Private Credit Might
AI investment isn’t the real risk to the economy — the rapidly growing private credit market might be.
The Game Has Changed: How Apollo Ventures $2.5 Trillion into the Sports Finance Sector
Apollo is moving into sports finance to fill a major capital gap in the rapidly growing $2.5 trillion sports industry.
Is SaaS Dead? The AI Shock to Software Valuations
SaaS isn’t dead, but AI has forced investors to question long-term growth and durability, driving valuations lower. The model remains intact, but the era of automatic premium multiples is over.
Private Credit and the Shift Away From Banks
Private credit is stepping in where banks are pulling back, reshaping lending in modern markets.
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