Q4 2024 Economic outlook: Landings are bumpy
More of our insights
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.
Bet on change: What’s next in policy and markets?
Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame dive into what the Republican win means for markets, policy and the economy.
Direct lending volume grows amid increased LBO activity
Private credit has increasingly become the preferred source of financing for PE sponsors, with direct lending volume jumping 60% over last year’s level.
Rising volatility expectations point to market anxiety
Expectations for equity and rate volatility spike amid increased election and rate anxiety.
Q4 Research roundup: Landings are bumpy
Our experts dive into their outlooks for macro and markets in the fourth quarter.
Election 2024—Congress matters
Head of Public Policy Jason Cole and Chief Economist Lara Rhame delve into the status on the election with just over one month before election day.