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With investor sentiment stretched, time to diversify?

This week’s chart looks at the spread between bullish and bearish investors, which has widened significantly in the past several months.

FireSide x Mary Ann Bartels: Follow your gut, follow your intuition

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, joins us for a conversation on markets, career building, women pathfinders and more.

Awakening: The rise of private debt

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.

CRE investors see an improved market, but prices to lag

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

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.

3D Report: Q1 2024 Recap—Effectively valuing the Mag Six

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

Private credit maintains its healthy yield premium

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

Head to Head: Eve Ellis, the Matterhorn Group, William Blair

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