Private markets outlook: Refilling the glass
More of our insights
Q1 2025 Leveraged credit outlook: Allocating amid market optimism
Public credit markets are priced for full optimism, but do tight spreads reflect a realistic outlook or complacency in the market?
Post-election strategy note—part II: Encore, laissez les bon temps rouler
Let the good times roll for private credit, senior commercial real estate lending and liquid multi-strategy funds.
Private credit outlook
Senior direct lending has returned 12.5% over the past year, among the top periods in the market’s history.
Mapping the markets: Q4 2024
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.
Private credit yields remain attractive despite Fed rate cuts
Real yields on private credit could remain in their top historical quartile even if the Fed cuts another 75 basis points as markets expect.
Private credit: Fundraising trends
Direct lending continues to be the preferred private credit allocation for institutions and individuals alike.