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FireSide: Answering the burning questions around private debt – Part 1

Private debt is a rapidly expanding market that has become critical for the U.S. economy and an opportunity for investors. In Part 1, we discuss the fundamentals of the market and trends driving its growth.

FireSide: Answering the burning questions around private debt—Part 2

We’re back in the studio with Head of Private Credit Brian Gerson for more cool answers to your burning questions on this key asset class.

FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market

The Investment Research team unpacks the risks of elevated concentration in U.S. equity markets

FireSide: Economy, markets and Taylor Swift

Taylor Swift and the era for alts. What the pop phenomenon tells us about asset allocation, private equity and alternative investments.

FireSide: Election 2024—Market and investing impact

Jason Cole, Head of Public Policy, and Chief U.S. Economist Lara Rhame delve into the upcoming election and its potential impacts on markets.

FireSide: Market Madness 2024

In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.

FireSide: Middle market private equity—Greed versus fear

As sky-high valuations continue to define public markets, investors turn to middle market private equity to seek a better balance of greed and fear.

FireSide: Multifamily—A rental health check-in

In a new episode of FireSide, Robert Hoffman and Andrew Korz take a deep dive into their outlook for the rental market.

FireSide: Q2 2024 Research roundup—Adjusting to the old normal

Our experts dive into their outlooks for macro and markets in the second quarter.

FireSide: Q3 2023 Research roundtable—Rethink what you know

The Investment Research team offers their outlooks for macro, credit markets and commercial real estate.
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