More of our insights
Shrinking public markets mean growth in private markets
Take-private volume has outpaced IPO volume by 3.5x since 2022. This represents an accelerating shift in opportunity toward private markets.
Private credit: Opportunities to seize and risks to avoid
Chief Market Strategist Troy Gayeski dives into the potential opportunities and possible pitfalls in today’s private credit landscape.
Mapping the markets: Q3 2024
We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.
What’s next for banks?
We dive into our recent research exploring the shifting role of banks amid the growth of private lending.
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.
