Is private credit a bubble?
More of our insights
Mid-market may offer insulation from tariff-related volatility
Amid tariff shifts, the U.S. middle market offers exposure to domestically focused companies with more localized revenues and supply chains.

The era of easy diversification may have ended
As markets accept a higher-for-longer rate environment, stock-bond correlation has spiked, providing a challenge for the traditional 60/40 portfolio.

Mapping the markets: Q2 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.

Rising term premium a caution sign for markets
The elevated Treasury term premium may reflect growing concern over U.S. debt levels and geopolitical tensions.

Public markets take a winding, volatile roundtrip in 2025
Despite significant volatility this year, markets have yet to price in any meaningful economic slowdown, posing potential risks and opportunities.

What should investors do next? Examine contributing parts of GDP
Our Chief Market Strategist examines U.S. gross domestic product to see what’s next for the economy.
