All Insights

Amid tariff shifts, the U.S. middle market offers exposure to domestically focused companies with more localized revenues and supply chains.

In this episode, our Investment Research team explores what recent developments in tax reform, U.S. trade and fiscal policy may mean for investors.

Our base case remains one of continued expansion, albeit with slowing momentum and a narrowing set of growth drivers.

As markets accept a higher-for-longer rate environment, stock-bond correlation has spiked, providing a challenge for the traditional 60/40 portfolio.

Large-cap PE sponsors have historically been willing to pay an attractive premium compared to corporate buyers.

Middle market private equity managers benefit from more diversified exit paths than their large-cap peers, particularly with sponsor-to-sponsor deals.

Private credit’s income-based returns over the past 20 years have far exceeded losses, even during periods of market stress.

Our Investment Research team compiled their best charts and latest market analysis, across macroeconomics, public markets and private market strategies to help our clients map today’s markets.

Buyout funds focused on North America have delivered greater upside, less downside and higher median performance versus the rest of the world.

Our Chief Market Strategist examines how to prepare private credit allocations for trade policy uncertainty.

As rising Treasury yields pressure core fixed income, CRE debt has historically provided consistent income with minimal credit losses.

Our Chief Market Strategist goes in depth on the resilience of middle market private equity amid current headwinds.