Is private credit a bubble?
More of our insights
As Treasury yields rise, so has stock-bond correlation
Stock-bond correlation sits at a 75-year high today as the era of easy diversification may be over amid a higher-for-longer rate environment.
Mapping the markets: Q1 2025
Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.
The Takeaway with Troy Gayeski: How Andrew Beckman approaches credit
Andrew Beckman, Portfolio Manager and Head of Global Credit, joins The Takeaway for a deep dive on what differentiates his approach to credit.
Public market sentiment cools as challenges mount
Individual and professional investors have grown notably more bearish in February. The U.S. middle market may represent a reason to be bullish.
2025 Market outlook: 5 challenges, 5 opportunities
After scaling a wall of worry, public markets now appear priced for perfection. But lofty valuations and policy uncertainty pose risks.
Strive in ’25: Market/Asset allocation outlook
What are the key opportunities in 2025? Our Chief Market Strategist discusses complementing public equity exposure, replacing/complementing fixed income and putting cash to work.
