More of our insights
Q2 2024 3D Report: Prett-ay, prett-ay, prett-ay good
Ask an investor how they’re feeling and they’re likely to echo the wary positivity of Larry David’s famous line on “Curb Your Enthusiasm”—“prett-ay, prett-ay, prett-ay good.”
The Takeaway with Troy Gayeski: Putting cash to work
Chief Market Strategist Troy Gayeski shares the latest in economic trends and market strategy, including why (and how) he’s redeploying cash.
Flat returns for core fixed income over five years
The Agg’s returns are flat since April 2019. Persistent inflation amid firm growth provides a challenging outlook for core fixed income.
Embrace alternatives or potentially be left behind
A new strategy note from Chief Market Strategist Troy Gayeski
FireSide: Answering the burning questions around private debt – Part 1
Private debt is a rapidly expanding market that has become critical for the U.S. economy and an opportunity for investors. In Part 1, we discuss the fundamentals of the market and trends driving its growth.
Private credit attractive to sponsors and investors
Private credit has become PE sponsors’ primary source of financing for LBOs and M&A activity as the asset class becomes increasingly mainstream.
