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FireSide: Anatomy of a CRE correction—2024 Update  

CRE expert Andrew Korz joins Chief U.S. Economist Lara Rhame to update their outlook for the correction and discuss potential opportunities.

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.

FireSide: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024 and the five opportunities that may provide income, growth and diversification.

Family offices plan material increase to private markets

This week’s chart looks at family office CIOs’ plans to increase allocation to alts in 2024, specifically private credit and private equity.

Meet us in the middle market: An engine of growth

The private U.S. middle market may serve as a diversified source of growth within investors’ portfolios.

Private and public company earnings taking divergent paths

This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.

Macro matters: Rethinking the interest rate outlook

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?

A compelling growth opportunity in private equity secondaries?

This week’s chart looks at private equity secondaries’ outperformance versus the broader PE market, focusing on what has driven the outperformance.

FS Thrive x HelloHive: Breaking down barriers

How a new kind of recruitment company is driving diversity and benefiting firms, all by creating more equitable pathways for early-career talent.
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