More of our insights
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?
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.
FireSide: 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.
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.
