3D Report: Q4 2023 Recap—The economy has to normalize
More of our insights
Middle market companies tripled growth of large cap peers
Middle market private equity sponsors have historically provided outsized value compared to their large cap peers.
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
Our experts dive into their outlooks for macro and markets in the second quarter.
FireSide: Market Madness 2024
In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.
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.
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.
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.
