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.
A challenged 60/40 highlights the need for alts
The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.
Cash left behind amid rapid market rotation?
Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.
U.S. middle market optimism outshines the world
This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.
As CRE supply pressures ease, is optimism ahead?
New commercial real estate deliveries are set to plunge in 2025 and beyond, setting the stage for a improved sentiment in the near term.
Many advisors turn to alts to differentiate themselves
Allocating to alternative investments may help advisors set themselves apart and win new clients, according to an advisor survey.
