Insights

Macro

Charted territory: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024—and the five opportunities that may provide income, growth and diversification.
Showing 1–6 insights out of 359 results
Podcast

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.

Zoomed in shot of a basketball net
Research report

Awakening: The rise of private debt

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.

Cooling Dunes, Death Valley
Podcast

FireSide x Mary Ann Bartels: Follow your gut, follow your intuition

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, joins us for a conversation on markets, career building, women pathfinders and more.

Lara Rhame with headphones on talking into a microphone.
Macro matters

Macro matters: Rethinking the interest rate outlook

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?

Chart of the week

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.

Line chart documenting shift from 2012 to 2024, highlighting the recent strong private middle market revenue growth trajectory with increasingly negative small cap earnings.
Chart of the week

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.

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Showing 1–6 insights out of 359 results

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