Año II · N.º 665 · 1.823 entradas martes, 27 de octubre de 2026 ES EN

Sectores · 17 análisis · Último: 15 oct 2026

Asset Managers & Exchanges

▲ 4 Optimista ▼ 0 Pesimista · 13 Sin tono

Análisis, del más reciente al más antiguo

Substack · M&A sin Rodeos - Joshua Novick · Joshua Novick

El peor negocio del mundo al que todos quieren entrar

Los clubes de fútbol cotizan a múltiplos absurdos, los fondos de private equity siguen pagando miles de millones, aunque los números no cuadran. Os cuento lo que no aparece en el balance.

ES4.138 pal.

Substack · Capital & Cycles · Sandro Vergueiro

Private credit: the $2 trillion problem

“When you see one cockroach, there’s probably more.” Jamie Dimon, CEO of JPMorgan Chase

1.829 pal.

Institucional · Goldman Sachs Insights

The Outlook for Private Credit amid Rising Market Stress

Despite concern about increasing credit market stress and lending to software companies that may face AI disruption, there are signs that private credit markets are relatively stable.

Software & SaaSAI & Data Centers1.330 pal.

Institucional · PIMCO · lotfi karoui, gabriel cazaubieilh

Private Credit’s Other Lanes Still Offer Value | PIMCO

Even as the direct lending sector faces scrutiny, private credit remains a broadly diversified market offering a variety of investable opportunities.

1.826 pal.

Institucional · BlackRock Insights

Today’s private credit opportunity | BlackRock

Private credit is growing rapidly. See how innovation can expand access, diversify portfolios and support companies and communities worldwide. Read more.

OptimistaEEA2.035 pal.

Institucional · KKR Insights

Staying on Course in Private Equity | KKR

To say there is uncertainty in the economy today is an understatement. Learn why we Believe Now Is the Right Time for Private Equity.

2.323 pal.