All Insights

High yield bonds have outperformed senior secured loans in recent months, given their more attractive duration profile and higher credit quality.

Chief Market Strategist Troy Gayeski dives into the potential opportunities and possible pitfalls in today’s private credit landscape.

Middle market private equity has outperformed mega cap PE amid the elevated rate environment since Q2 2022. It remains well-positioned today.

As CRE deal volume shows signs of thawing, alternative lenders sit in an excellent position to capture attractive income opportunities.

How can you achieve sustainable high performance? We talk to the Senior Vice President of Methodology at Exos to unlock flow state, recovery and more.

Watch an expert panel (including Chief Market Strategist Troy A. Gayeski, CFA) on what advisors need to know about navigating private markets.

With cash yielding 5%, the allure of asymmetric returns has become even more compelling. We explain why, in today’s high-risk-free-rate environment, the value proposition of alternative investments is stronger than ever.

Private equity fundraising has far outpaced transaction volume among large-cap sponsors, while the middle market has been more closely aligned to the opportunity set, leading to more attractive valuations.

Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.

A new strategy note from Chief Market Strategist Troy Gayeski

The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.

This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.