Research Deep Dive

Healthcare’s Shift to Outpatient Care: Follow the Money

For decades, the hospital sat at the center of U.S. healthcare delivery.

Healthcare Private Equity Buyouts: The Market Reopens, But Not for Everyone

Healthcare private equity entered 2025 with renewed momentum.

Pharma’s Next Act: More R&D, More Asia, Fewer Easy Deals

Rising healthcare demand funded larger R&D budgets, innovation remained concentrated in the US and Europe, and an expanding ecosystem of CROs, CDMOs, and other service providers captured a growing share of industry spending.

Medical Providers: The Great Rewiring of Healthcare Delivery

Healthcare delivery is moving beyond the hospital.

Where Healthcare Investors Are Placing Their Next Big Bets

Healthcare investing is entering a new era.

Agentic AI in Healthcare: From Assistance to Autonomy

Healthcare spent three years piloting generative AI. Now it's starting to delegate decisions. What's actually changing, where the money is, and why the clinical evidence still lags behind the enthusiasm.

Financing Healthcare’s Next Deal Cycle

How private credit, leverage, valuation discipline and operating pressure are reshaping investment across the healthcare economy

The Compounding Crisis: How Demographic Aging Is Redrawing the Healthcare Economy

Revenue Cycle Management: Healthcare’s Next Margin Defense

Revenue cycle management was once treated as a back-office function: submit the claim, chase the denial and collect the payment.

The GLP-1 Revolution: Reshaping Healthcare's Value Chain

GLP-1 therapies are evolving beyond obesity treatment into a platform capable of transforming chronic disease management, healthcare spending, and investment across the healthcare ecosystem.

Artificial Intelligence Is Becoming Healthcare's Next Infrastructure Layer

Healthcare has reached an AI inflection point. After three years dominated by experimentation, the industry is shifting from exploring what Generative AI can do to determining where it can deliver measurable economic value.

Healthcare M&A 2026: The Return of Strategic Capital

Healthcare M&A is entering a new chapter. After several years marked by rising interest rates, valuation resets, and regulatory uncertainty, the market is beginning to recover, but not in the way many expected.