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A compelling growth opportunity in private equity secondaries?
This week’s chart looks at private equity secondaries’ outperformance versus the broader PE market, focusing on what has driven the outperformance.
The clear opportunity in a healthy middle market
Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.
Private and public company earnings taking divergent paths
This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.
As yields decline, so does cash’s appeal
Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.
Family offices plan material increase to private markets
This week’s chart looks at family office CIOs’ plans to increase allocation to alts in 2024, specifically private credit and private equity.
Private credit yields remain attractive despite Fed rate cuts
Real yields on private credit could remain in their top historical quartile even if the Fed cuts another 75 basis points as markets expect.
U.S. middle market shows notably strong top-line growth
Private middle market firms continue to power the U.S. economy, driving higher revenue growth than that of small and large cap firms.
As small caps return to favor, quality remains a concern
Markets have turned risk-on since the election, as investors again embrace small caps. But 43% of Russell 2000 companies generate negative earnings.
Middle market PE funds outperform through rate hike cycle
Middle market private equity has outperformed mega cap PE since the Fed began to raise rates. It remains well positioned amid a cloudy rate outlook.
Shrinking public markets mean growth in private markets
Take-private volume has outpaced IPO volume by 3.5x since 2022. This represents an accelerating shift in opportunity toward private markets.
Showing 1391–1400 out of 1843 results