All Insights

The economy is surrounded by inflection points—but is not necessarily at one.

With two major AI IPOs still expected over the next 12 months, tech concentration remains a key risk in public markets.

89% of institutional investors expect to maintain or increase their allocations to private credit despite challenged sentiment.

Investment Research team members Andrew Korz and Alan Flannigan discuss the latest edition of the quarterly publication Mapping the Markets.

Technology was just 15% of middle market buyouts over the last five years, vs. 38% for large buyouts and 46% for the S&P 500 (as of May 31).

In the current market rally, the S&P 500 excluding AI-related stocks is still negative—underscoring how concentrated market returns remain.

From the macroeconomy and interest rates to equities, credit, and private markets, the report highlights the data and trends investors should be watching.

Direct lending interest coverage and leverage levels point to sound fundamentals despite challenged sentiment this year.

Inflation expectations sit near a three-year high as markets adjust to a higher-for-longer backdrop at the start of Fed Chair Warsh’s term.

The Investment Research team is joined by Scott Burr, Senior Portfolio Manager, to discuss how multi-strategy investing may help investors navigate a changing macro regime.

Stock-bond correlation has surged amid persistent inflation and heavy Treasury issuance, underscoring the importance of alternative income and return sources.

As tech firms increasingly dominate public and private market returns, the U.S. middle market may provide an important source of diversification.