All Insights

Rate volatility has challenged core fixed income returns. With inflation still above target, investors may need alternative sources of income.

U.S. growth holds firm as policy and shocks reshape the landscape

The Mag 7, which drove S&P 500 gains from 2023-2025, are now weighing on 2026 returns as their collective weight in the Index has climbed to 34%.

CIO Mike Kelly explains how capital crowding is reshaping risk and return in specific segments of the private credit market today.

97% of lower middle market and 77% of core middle market loans include maintenance covenants, compared with just 38% of jumbo private credit loans and 10% in the syndicated loan market.

After a prolonged period of outperformance versus equity strategies, private senior CRE debt is entering the next phase of the cycle from a position of strength.

Private credit isn’t in crisis. But this moment offers an opportunity for investors to rethink where opportunities lie.

Since the end of 2019, growth in private sector debt has lagged well behind GDP growth, undermining the case for a credit bubble.

Head of Credit Solutions Rob Hoffman joins for an in-depth look at the current state of private credit.

In this conversation, Andrew Beckman, Head of Global Credit at Future Standard, shares how his experience has shaped a specialized approach targeting return premiums in less competitive segments of private credit.

Since 2021, software has averaged 38% of jumbo ($1B+) private credit issuance vs. 18% for the broader direct lending market.

From the macroeconomy and interest rates to equities, credit, and private markets, the report highlights the data and trends investors should be watching.