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.

Hear from Investment Research Director Andrew Korz as he outlines three key tenets for investors in this challenging environment.

This week’s chart looks at return drivers for middle market buyout transactions, which have generated higher realized capital multiples than large cap and may favor middle market managers looking forward.

FireSide Host Kara O’Halloran sits down with Chief U.S. Economist Lara Rhame to preview her 10 for ’23 chartbook and discuss her predictions for the markets and economy in 2023.

This week’s chart looks at sustained bearish market sentiment, which recently hit a milestone. Contrarian indicator or more volatility ahead?

In an environment starved for income solutions, Chief Market Strategist Troy Gayeski urges investors to consider the new space post-Great Financial Crisis regulations have created in CRE debt. 

As spreads approach all-time tight levels, we still see potential opportunity for returns in event-driven credit strategies.