All Insights

Watch Head of Real Estate Solutions, Steve Oblack, make the case for CRE in fixed income on Asset TV’s recent Masterclass.

Alan Flannigan and Andrew Korz unpack their Q4 Economic Outlook, The Cost of Competition.

A decisive midterm outcome brought clarity to markets and a new balance of power in Washington. Head of Public Policy Jason Cole breaks down the policy implications for investors and the forces that will define the years ahead.

Policy implications post-midterms, building data centers the right way, and where private markets go next.

Direct lending’s yield premium over public loans reached 179bps in September, above its recent average of 167bps.

Recent Fed cycles highlight core bonds’ sensitivity to tightening: The Agg returned -4.1% annualized during hikes versus gains during holds and cuts.

Co-hosts Alan Flannigan and Andrew Korz are joined by Jason Cole, Managing Director and Head of Public Policy, to break down where the races stand, which policy issues could shape the outcome, and what it means for markets and portfolios.

Our Q4 2026 U.S. economic outlook discusses how the rise in interest rates both reflects strong U.S. growth, and represents a test of its durability.

SpaceX, Anthropic and OpenAI’s combined potential $5.2 trillion valuation would exceed that of all U.S. tech IPOs over the past 45 years.

U.S. private equity deal volume has fallen 14% this year, while deal count has risen 6%, highlighting a shift toward the middle market.

In this episode, co-hosts Alan Flannigan and Andrew Korz are joined by Doug Farren, Executive Director of the National Center for the Middle Market at The Ohio State University, the leading authority on the state of middle market firms.

The lower middle market’s performance advantage widened to 220bps over the past year from 40bps over the prior three years.