Insights

Showing 7–12 insights out of 106 results
Research report

Awakening: The rise of private debt

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.

Cooling Dunes, Death Valley
Chart of the week

With investor sentiment stretched, time to diversify?

This week’s chart looks at the spread between bullish and bearish investors, which has widened significantly in the past several months.

Line chart showing the spread between bullish and bearish investors is stretched near its high of the past five years.
Chart of the week

A compelling growth opportunity in private equity secondaries?

This week’s chart looks at private equity secondaries’ outperformance versus the broader PE market, focusing on what has driven the outperformance.

Line chart showing private equity secondaries outperforming other forms of private equity for the vintage years from 2000-2020.
Chart of the week

Private and public company earnings taking divergent paths

This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.

Line chart documenting shift from 2012 to 2024, highlighting the recent strong private middle market revenue growth trajectory with increasingly negative small cap earnings.
Chart of the week

Family offices plan material increase to private markets

This week’s chart looks at family office CIOs’ plans to increase allocation to alts in 2024, specifically private credit and private equity.

COTW-2024-02-16 thumbnail
Chart of the week

The clear opportunity in a healthy middle market

Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.

COTW_2024-02-09 thumbnail graph
Showing 7–12 insights out of 106 results

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