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

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

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.

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.

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.

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.

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.

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.

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.

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?
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