All Insights

Individual and professional investors have grown notably more bearish in February. The U.S. middle market may represent a reason to be bullish.

While higher interest rates have challenged the private equity exit environment, middle market investors have experienced much less disruption.

After scaling a wall of worry, public markets now appear priced for perfection. But lofty valuations and policy uncertainty pose risks.

As the CRE market reverts toward a more normalized environment, income-centric strategies could return to favor.

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.

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

Our Chief Market Strategist dives into the impact of tariffs
and why investors are paying attention to RICs.

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

Learn practical strategies for reflection and regulation, and how these key skills can improve personal and professional performance.