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FireSide: Q2 2024 Research roundup—Adjusting to the old normal

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

Outlook for private equity return drivers favor middle market?

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.

Spring is in the air

Flowers are blooming, but cash may be withering on the vine

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

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.

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.
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