Private markets outlook: Refilling the glass
More of our insights
Private equity performance around market dislocations
Private equity’s track record in downturns deserves renewed attention. We examine how the asset class has performed across past corrections and recessions.
Mid-market PE managers less impacted by slowing IPOs
Private equity sponsor-to-sponsor exits have seen notable growth over the past five years, creating a ripe environment for middle market PE managers.
The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins
Our Chief Market Strategist looks at what trade policy may mean for public equities and how investors can respond.
Market Madness 2025
In celebration of college basketball’s craziest month, the Investment Research team debates their Sweet 16 of the most compelling investment opportunities today.
Small cap stocks confront growing quality issues
70% of Russell 2000 companies that have IPO’d since 2020 have negative earnings, highlighting the challenges facing public small cap markets.
U.S. exceptionalism: At a crossroads
Can U.S. economic exceptionalism survive the transformations of our time? We offer analysis and a playbook for investing in a new era.
