Posts

Showing posts from December, 2025

How Private Credit Is Redefining Modern Credit Research

Image
  How Private Credit Is Redefining Modern Credit Research By: Akansha Agarwal  December 29, 2025 Share:        Private credit  has quietly transformed how risk is structured, priced, and controlled across global capital markets. As private equity sponsors, credit funds, banks, and growth-stage companies rely more heavily on non-bank capital, credit research has shifted from analyzing visible risks to uncovering hidden structural risks. While public credit is based on ratings, liquidity, and standardised disclosures, private credit sits within tailored legal frameworks, layered capital stacks, and covenant-driven control rights. That evolution has made credit research a structural discipline, now at the core of capital preservation and risk control. Private Credit Has Changed What Credit Research Actually Does The public credit market was designed to be transparent. Analysts used rating agencies, trading spreads, standardized contracts, or market behavi...

Private Equity Research Outsourcing: Market Shifts & Strategic Value

Image
Private Equity Research Outsourcing: Market Shifts & Strategic Value By: Utkarsh Kaushik  December 22, 2025 Share:        Private equity research outsourcing has quickly changed its character from a measure to cut down on expenses to a function that is among the most important ones for investment firms worldwide. The competition gets tougher, which means that the firms need to assess more and more deals, come up with sharper insights, and manage their portfolios more precisely. Deal teams are now spending almost 40% more time on their due diligence work than during pre-2020 periods. The main reason for this is that macro volatility and regulatory scrutiny require deeper and more thorough analyses, as is the case with high-quality private equity research outsourcing, which becomes transformational. Think of it, the valuation of a buyout from different countries in just two weeks. Outsourced analysts use their experience, databases, and modeling tools to insta...

Venture Capital Outsourcing: A Smarter Operating Model for VC Firms

Image
Venture Capital Outsourcing: A Smarter Operating Model for VC Firms By: Prabhash Choudhary  December 18, 2025 Share:        Venture Capital Outsourcing  has turned out to be a sensible solution to the rapid changes in the venture ecosystem. Today, venture capital companies assess a larger number of deals, control extensive portfolios, and undertake operations in different regions. All this is done while dealing with the pressure of shorter capital cycles and higher expectations of limited partners (LPs). Meanwhile, the establishment of large internal teams is not only expensive but also lacks flexibility most of the time. According to the 2024 report of PwC and Deloitte, a considerable proportion of venture capital funds are reforming their operational models with the aim of keeping the same size and not losing analytical depth. Venture Capital Outsourcing gives firms the opportunity to use specialized research, financial expertise, and operational support ...

Why Every Equity Research Analyst Is Turning to Outsourcing

Image
Why Every Equity Research Analyst Is Turning to Outsourcing By: Prabhash Choudhary  December 15, 2025 Share:        The  investment research  ecosystem is going through a structural reset. The shrinking commission pools on the sell-side, along with persistent fee compression on the buy-side, are creating a cost-pressure wave that is reshaping how research teams operate. Firms are now reassessing hiring, reducing single-coverage roles, and shifting to outsourced, scalable research models. Here, the equity research analyst is right at the center of this disruption. Expectations are growing, while budgets are not, and demands on productivity have never been higher. Why Research Costs Are Under Pressure Cost pressures have mounted as the industry undergoes a structural shift toward low-cost investing. Passive products make up over 40% of global equity fund assets, from less than 30% five years ago. In markets such as India, passive AUM has crossed ₹12 lakh...