Private markets outlook: Refilling the glass
More of our insights
Private firms represent a dominant share of the loan market
Private firms account for 77% of issuers in the leveraged loan market today, highlighting the larger shift toward private markets.
The Takeaway with Troy Gayeski: How Andrew Beckman approaches credit
Andrew Beckman, Portfolio Manager and Head of Global Credit, joins The Takeaway for a deep dive on what differentiates his approach to credit.
Private credit yield premium hits a four-year high
Private credit has traditionally offered a yield premium over public credit markets. It has widened meaningfully today. Spreads tell a similar story.
Strive in ’25: Market/Asset allocation outlook
What are the key opportunities in 2025? Our Chief Market Strategist discusses complementing public equity exposure, replacing/complementing fixed income and putting cash to work.
The Takeaway with Troy Gayeski: Post-election strategy
Our Chief Market Strategist dives into his latest strategy note series on the post-election landscape for key alternative strategies.
Middle market optimism reaches new heights
Middle market business leaders’ economic optimism reached an all-time high in Q4 2024, even as potential uncertainty edged up.
