The intelligence layer for Canadian alternative investments
Market insights, research, and education for Canadian allocators navigating private credit, real estate, private equity, and infrastructure.
Independent Research & Education — Since 2019
Latest Insights
Market Commentary
Private Credit in a Holding Pattern: What the BoC Pause Means for Lenders
The overnight rate holds steady as lenders reassess their positioning for 2026.
Jan 20268 min
Deep Dive
MICs vs. Private Debt Funds: The Canadian Investor's Real Choice
Understanding the structural differences between two approaches to fixed-income exposure.
Dec 202512 min
Analysis
The Quiet Boom in Canadian Secondaries
LP-led transactions are reshaping how investors access mature private assets.
Nov 202510 min
Archive Timeline
2025
18 pieces
BoC rate pivot · private credit repricing · secondary market emergence
2024
16 pieces
Peak rates · MIC stress testing · LP liquidity concerns
2023
14 pieces
Rate hike aftermath · real estate resets · capital call dynamics
2022
12 pieces
Rate shock begins · denominator effect · PE dry powder
2021
10 pieces
Record fundraising · retail alt access · SPAC era
2020
8 pieces
COVID dislocation · opportunity funds · vintage year thesis
2019
6 pieces
Late-cycle positioning · private credit expansion
Investor Resources
Our Network
Insights from the Canadian alternative investment community
We collaborate with 20+ contributors across Canada's alternative investment landscape, bringing specialized knowledge in:
Private Credit
Real Estate
Private Equity
Infrastructure
Start with the Playbook
A comprehensive guide to Canadian alternative investments. Free to download.