Watch an expert panel (including Client Portfolio Manager Daniel Wilk, CAIA®) cover why investors might want to allocate to private equity.

Education > Strategies > Private equity Private equity Explore the opportunity investing in private companies Private equity   A further look at private equity   Accessing private equity   Why invest in private equity? Overview Private equity (PE) investing refers to investing in shares of companies not publicly traded or listed on a stock exchange. Pension funds, endowments and...

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

Why private credit? Private credit is an asset class that consists of investing in the debt of privately held companies. The terms “private credit” and “private debt” are often used interchangeably. Investing in the debt of private companies may provide an alternative source of income and diversification at a time when both are difficult to...

Our Chief Market Strategist examines the latest opportunities in private senior secured CRE lending.

A missing piece of many private credit allocations In the wake of the Global Financial Crisis and a wave of regional bank failures in 2023, banks continue to rein in risk-taking, exit non-core businesses and narrow their focus to core sectors and clients. Private, non-bank lenders have stepped into the void to meet the diverse...