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Flash Pieces

Mar 17, 2026

•

1 min read

Is Private Real Estate Actually Consolidating?

Ira Shaw
Ira Shaw
Is Private Real Estate Actually Consolidating?

Mar 11, 2026

•

2 min read

World (Soft)War II

Zach Baran
Zach Baran
World (Soft)War II

Sep 10, 2025

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14 min read

September 2025 Tariff & Nowcast Update: Five Months Since April 2

Zach Baran
Zach Baran
September 2025 Tariff & Nowcast Update: Five Months Since April 2

May 2, 2025

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8 min read

IV Indicator Post-Tariff Update

Zach Baran
Zach Baran
IV Indicator Post-Tariff Update

Apr 7, 2025

•

1 min read

Impact of the April 2 Tariffs on Private Markets

Zach Baran
Jonathan Lile
Zach Baran, +1
Impact of the April 2 Tariffs on Private Markets

Mar 13, 2023

•

30 min read

Duration Squeezes in the Alternative Asset Management Industry

Zach Baran
Joe Corcoran
Zach Baran, +1
Duration Squeezes in the Alternative Asset Management Industry

Mar 10, 2023

•

16 min read

Recent Events Regarding Silicon Valley Bank

Zach Baran
Joe Corcoran
Zach Baran, +1
Recent Events Regarding Silicon Valley Bank

Katmai Labs by Arctos

Private Markets research from Arctos Insights.

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