More of our insights
What’s next for banks?
We dive into our recent research exploring the shifting role of banks amid the growth of private lending.
Recent market volatility just the beginning?
Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
Are private credit markets too good to be true—Or just factually true?
A new strategy note from Chief Market Strategist Troy Gayeski
Playbook for the great lending evolution
Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.
Election 2024—100 days before the vote: Market and policy impact
We dive into potential policy decisions, market implications and investor playbooks as the country speeds toward November.
A challenged 60/40 highlights the need for alts
The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.
