Separating bargains from busts: Five steps to evaluate private equity secondaries
Investors have flocked to private equity secondaries driven by the allure of deep discounts. We outline the five considerations an investor should keep in mind when assessing secondaries.
Multifamily: A rental health check-in
We examine the crosscurrents impacting a significant sector of the U.S. CRE market: Multifamily.
Concentration issues: A look at the top-heavy U.S. equity market
Rising U.S. equity market concentration has played a key role in the stellar stock market returns over the first five months of 2023. Looking ahead, high concentration could present a perplexing and challenging market environment for investors.
Thrift is a gift: Capitalizing on the capex reversal
After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.
Debt ceiling: The summer reboot no one asked for
The debt ceiling is back. Like a reboot that no one asked for, the debt ceiling threatens to monopolize airtime this summer.
U.S. equities: Between a rock and a hard landing
Despite the strong start to the year, equities remain stuck between the risk of further policy tightening and a painful decline in profit margins.
