Tariffs: Four essential investor questions answered
In this research note, we address four essential questions on tariffs for investors, representing our latest insights into the situation. We run through the stated goals of tariff policy, possible economic effects and the investment impact for various asset classes.
Private wealth in private markets
Private wealth comprises 15% of global alternatives AUM but will drive 26% of growth in the next decade.
Private equity: Finding the exit ramp
PE exits appear poised to accelerate as interest rates and economic growth align.
Private equity outlook
Private equity performance has remained resilient while favoring less interest-rate sensitive segments.
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.
Private equity: The large cap dilemma
Fundraising has consistently outpaced deployment, leaving large cap PE with 3.5 years of buying capacity.