More of our insights
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.
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.
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.
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.
