More of our insights
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.
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.
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.
Q1 2024 3D Report: The really big thing
There are periods when knowing many things and skillfully implementing them is the main source of alpha, but that hasn’t been the case since the financial crisis.
Dare to Dream is now a wonderful reality!
“Laissez les bons temps rouler”… well maybe not quite
As yields decline, so does cash’s appeal
Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.
