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.

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

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

How a new kind of recruitment company is driving diversity and benefiting firms, all by creating more equitable pathways for early-career talent.

This week’s chart looks at private equity secondaries’ outperformance versus the broader PE market, focusing on what has driven the outperformance.

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?

This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.

The private U.S. middle market may serve as a diversified source of growth within investors’ portfolios.

This week’s chart looks at family office CIOs’ plans to increase allocation to alts in 2024, specifically private credit and private equity.