Private and public company earnings taking divergent paths
This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.
Family offices plan material increase to private markets
This week’s chart looks at family office CIOs’ plans to increase allocation to alts in 2024, specifically private credit and private equity.
The clear opportunity in a healthy middle market
Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.
As yields decline, so does cash’s appeal
Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.
Cash attractiveness may have peaked in 2023
Cash was an attractive, safe asset last year amid elevated rates. This week’s chart looks at why the tide may be changing.
Markets pricing in too much Fed easing?
Is the market expecting too much from the Fed? This week’s chart looks at the dramatic decline in market-based rate expectations.
