All Insights

Survey says: Investing in the middle market and the need for specialization to dominate PE dealmaking in 2026.

Private CRE loans have historically posted a 0.24% loss rate—only a fraction of corporate credit losses.

On CNBC’s Squawk Box, Future Standard Chief Market Strategist Troy Gayeski shared why private markets, and the middle market in particular, remain a compelling opportunity as 2026 approaches.

Leverage in private deals has steadily declined over the past four years. Despite recent idiosyncratic issues, other fundamentals continue to signal a healthy market.

Six charts that will define the 2026 economy

Private equity has historically outperformed the S&P 500 —97% of the time over a seven-year period.

We assembled our latest analysis across macroeconomics, public markets, private markets and portfolio construction to help you map today’s markets. Read the complete chartbook for in-depth charts and actionable insights, or explore key highlights below.

Endowment and foundations expect to significantly ramp up their exposure to private equity and private credit as they seek diversification and growth potential.

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.