All Insights

Take-private transactions have surged as mega-cap private equity funds increasingly target public companies, focus less on traditional private deals.

What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries.

Over half of global private equity deals year to date (YTD) have involved public investments, as mega-funds increasingly go public, just when investors are seeking private alternatives.

What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers.

As public and private credit spreads tighten, non-sponsored private credit offers a meaningful premium and diversification potential.

Head of Public Policy Jason Cole provides his latest briefing from D.C., updating on the policy driving markets and the President’s economic agenda.

We assembled our latest analysis across macroeconomics, public markets, private markets and portfolio construction to help you map today’s markets. Read the complete chartbook for in-depth charts and actionable insights, or explore key highlights below.

Here is how investors can better understand why the Fed is likely to cut, despite the potential for stickier near-term inflation.

Money market fund assets top $7.2 trillion. But elevated inflation and likely Fed rate cuts pose challenges.

Here’s why there is tremendous optimism for lending against high quality multifamily and industrial properties at this stage of the real estate cycle (and even high quality office in the right locations).

While syndicated loans spreads are near their post-GFC tights, private credit retains an attractive spread premium over the public market.

The opportunity in private equity secondaries, particularly in the middle market, continues to be worthy of allocator attention.