Awakening: The rise of private debt
Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.
Meet us in the middle market: An engine of growth
The private U.S. middle market may serve as a diversified source of growth within investors’ portfolios.
Secondaries in first place: A compelling access point in private equity
With North American private equity (PE) AUM nearing $3.5 trillion, secondaries offer a unique entry point to the market.
Q1 2024 3D Report: The really big thing
There are periods when knowing many things and skillfully implementing them is the main source of alpha, but that hasn’t been the case since the financial crisis.
Q3 2023 3D Report: The real world
The Treasury Department’s issuance of a significant amount of debt in July caused a profound shock to bond markets and left investors questioning the U.S. fiscal position.
Q2 2023 3D Report: Do LEIs lie?
Are leading economic indicators sending false signals? If not, then Houston we have a problem.
