More of our insights
Bond performance has improved, but volatility remains
Large monthly swings in core fixed income continue to rattle investors, calling into question its traditional role as a portfolio ballast.
Private markets outlook: Refilling the glass
Our experts examine private markets and the outlooks for private equity, private credit and commercial real estate in 2025.
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.
