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

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

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.

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

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

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

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

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