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.

A new strategy note from Chief Market Strategist Troy Gayeski

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.

Our Chief Market Strategist shares the key takeaways from his latest strategy note on why current conditions favor mortgage REITs and how to pick one.

Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.

The extraordinary growth in private credit markets has led some investors to question its risks. Our experts dive into their recent report to offer answers.

With cash yielding 5%, the allure of asymmetric returns has become even more compelling. We explain why, in today’s high-risk-free-rate environment, the value proposition of alternative investments is stronger than ever.

This week’s chart highlights perceived market drivers over the next 30 days. Notably, the downside drivers outweigh the upside.

How can you achieve sustainable high performance? We talk to the Senior Vice President of Methodology at Exos to unlock flow state, recovery and more.