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Slowing recovery presents challenges, highlights opportunities

Markets have traded sideways for much of the past 6 weeks after racing back in late March. Our chart looks at what slowing momentum may mean for investors.

Sizing up the SMIDs: Supports build in choppy equity market

While today’s challenging environment has taken its toll on stocks, economic trends could lend support for beaten down SMID stocks.

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.

Short-term Treasury yields surpass equity yields, but remain low

Stock dividend yields versus U.S. Treasury yields

Separating bargains from busts: Five steps to evaluate private equity secondaries

Investors have flocked to private equity secondaries driven by the allure of deep discounts. We outline the five considerations an investor should keep in mind when assessing secondaries.

Sentiment and spending fight it out

Consumer sentiment and spending are telling two different stories, which could lead to differing economic outlooks.

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.
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