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Head to Head x Ken Crowley: Chasing waves

What surfing taught this leading financial advisor about the importance of preparation.

Alternative lenders fill a growing CRE lending void

As CRE deal volume shows signs of thawing, alternative lenders sit in an excellent position to capture attractive income opportunities.

What’s next for banks?

We dive into our recent research exploring the shifting role of banks amid the growth of private lending.

Mapping the markets: Q3 2024

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

Middle market private equity outperforms amid elevated rates

Middle market private equity has outperformed mega cap PE amid the elevated rate environment since Q2 2022. It remains well-positioned today.

Private credit: Opportunities to seize and risks to avoid

Chief Market Strategist Troy Gayeski dives into the potential opportunities and possible pitfalls in today’s private credit landscape.

The Takeaway with Troy Gayeski: Are private credit markets too good to be true?

Our Chief Market Strategist shares key takeaways from his latest strategy note on whether private credit is saturated with too much capital.

Macro matters: The stock market is not the economy

Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.

Credit quality comes into focus amid heightened volatility

High yield bonds have outperformed senior secured loans in recent months, given their more attractive duration profile and higher credit quality.
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