All Insights

Private middle market companies offer attractive growth at cheaper valuations than either large/mega-cap private firms or public equities.

Expectations for a higher-for-longer rate environment have challenged equity and core fixed income markets, as this week’s chart highlights.

We anticipate the commercial real estate market entering recovery mode in 2025, fueled by strengthening fundamentals, growing investor confidence and stabilizing interest rates.

Middle market business leaders’ economic optimism reached an all-time high in Q4 2024, even as potential uncertainty edged up.

Investor sentiment has raced to all-time highs. Could investors be overlooking potential volatility drivers, including moderating earnings forecasts?

Large monthly swings in core fixed income continue to rattle investors, calling into question its traditional role as a portfolio ballast.

In contrast to the headlines, the primary story in private credit is the change in market share, not the change in market size.

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Private middle market firms continue to power the U.S. economy, driving higher revenue growth than that of small and large cap firms.

Markets have turned risk-on since the election, as investors again embrace small caps. But 43% of Russell 2000 companies generate negative earnings.

Client Portfolio Manager Daniel Wilk joined Asset TV for an interview on the opportunity in middle market private equity.

Real yields on private credit could remain in their top historical quartile even if the Fed cuts another 75 basis points as markets expect.