Optimism is stretching markets to new heights, but inflation is proving stubborn, limiting the scope of Fed rate cuts and putting upward pressure on rates.

CRE investor sentiment seems to be perking up, even as high rates continue to challenge the market.

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

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.