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.

Flowers are blooming, but cash may be withering on the vine

Kirsten Pickens and Ryan Robertson share their conversation with Eve Ellis, Vice President, the Matterhorn Group, William Blair

Amid private debt’s massive growth, this week’s chart looks at the healthy yield premium of private credit transactions compared to public markets.

Ryan Caldwell and Lara Rhame review the 3D Report for Q1 2024

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

Sentiment has improved across the CRE market, as this week’s chart shows. But investors feel better about broad market conditions than asset prices.

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.