More of our insights
Mapping the markets: Q4 2024
Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.
Middle market fundamentals outlook
The middle market—which comprises roughly 200,000 companies at the core of the U.S. economy—remains fundamentally sound, with strong revenue growth and rising investment appetite.
As small caps return to favor, quality remains a concern
Markets have turned risk-on since the election, as investors again embrace small caps. But 43% of Russell 2000 companies generate negative earnings.
Private equity: The large cap dilemma
Fundraising has consistently outpaced deployment, leaving large cap PE with 3.5 years of buying capacity.
The Takeaway with Troy Gayeski: Middle market PE secondaries
Our Chief Market Strategist dives into his latest strategy note on how these investments offer a compelling risk/reward profile for growth.
Private equity: Secondaries in first place
Given the volume of exits in the queue, secondaries are likely to play an increasingly vital role.