More of our insights
Mapping the markets: Q3 2024
We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.
U.S. middle market: At the sweet spot of private equity
Private equity fundraising has far outpaced transaction volume among large-cap sponsors, while the middle market has been more closely aligned to the opportunity set, leading to more attractive valuations.
Private equity has historically outperformed public markets
The Magnificent 7 makes all the headlines, but private equity has quietly outperformed the S&P 500 over the past 5-, 10-, 15- and 20-year periods.
FireSide: Middle market private equity—Greed versus fear
As sky-high valuations continue to define public markets, investors turn to middle market private equity to seek a better balance of greed and fear.
The Takeaway with Troy Gayeski: Embrace alternatives or be left behind?
Our Chief Market Strategist dives into the latest mega trends, including why exploring alternatives could be essential to staying competitive.
Charted territory: Journey to the center of the economy
We explore why public markets are a poor mirror for the strong middle market, and how investors can use alternatives to gain access.
