Playbook

Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.

Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.

After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.