All Insights

The question has attracted abundant headlines but limited analytical depth. In this report we assess the underlying health of the private credit market.

On the latest episode of Capital Allocators, Future Standard’s Chief Investment Officer Mike Kelly shares why volatility and uncertainty in today’s market environment demands a new playbook.

Media and tech companies comprise an all-time high 42% of the S&P’s market cap and 31% of its earnings, underscoring the Index’s growing concentration risk.

Solid fundamentals and lender protections help keep private credit defaults below the syndicated loan market.

PE-backed firms have consistently outpaced non-PE-backed peers in revenue and employment growth.

CIO Mike Kelly tackles one of the top questions clients are asking today.

U.S. stock market capitalization as a percentage of GDP is at an all-time high, suggesting forward returns could be mediocre.

A joint study by Future Standard and the National Center for the Middle Market examines private equity’s impact on the growth, performance and sentiment of U.S. middle market companies.

CIO Mike Kelly joins for a wide-ranging discussion on leadership, the macro landscape and where he sees the best opportunities in private markets.

Headlines hint at excess but the data show private credit’s rise reflects a shift in market share as private lenders gain ground on banks and public credit markets.

An assessment of historical resilience, asset class evolution and current positioning.

Head of Credit Trading Scott Giardina joins for an in-depth look at the current state of private credit.