All Insights

CIO Mike Kelly tackles one of the top questions clients are asking today.

U.S. stock market capitalization as a percentage of GDP is at an all-time high, suggesting forward returns could be mediocre.

A joint study by Future Standard and the National Center for the Middle Market examines private equity’s impact on the growth, performance and sentiment of U.S. middle market companies.

CIO Mike Kelly joins for a wide-ranging discussion on leadership, the macro landscape and where he sees the best opportunities in private markets.

Headlines hint at excess but the data show private credit’s rise reflects a shift in market share as private lenders gain ground on banks and public credit markets.

An assessment of historical resilience, asset class evolution and current positioning.

Head of Credit Trading Scott Giardina joins for an in-depth look at the current state of private credit.

Private equity deal volume bounced in Q3. Exit volume also has picked up, suggesting the PE flywheel is gaining momentum once again.

Chief Market Strategist Troy A. Gayeski, CFA joined Bloomberg to discuss why high valuations in public equities have investors looking for complementary allocations to their mega cap tech.

Middle market private equity continues to be the definition of growth at a reasonable price (GARP) in an investment universe mainly devoid of it.

As interest rates have normalized, income—not price appreciation—is driving real estate returns once again.

For the next quarter, we expect a continuation of the curious “strong but uneven” theme that has persisted for the past five months.