All Insights

Private equity deal volume bounced in Q3. Exit volume also has picked up, suggesting the PE flywheel is gaining momentum once again.

Chief Market Strategist Troy A. Gayeski, CFA joined Bloomberg to discuss why high valuations in public equities have investors looking for complementary allocations to their mega cap tech.

Middle market private equity continues to be the definition of growth at a reasonable price (GARP) in an investment universe mainly devoid of it.

As interest rates have normalized, income—not price appreciation—is driving real estate returns once again.

For the next quarter, we expect a continuation of the curious “strong but uneven” theme that has persisted for the past five months.

Take-private transactions have surged as mega-cap private equity funds increasingly target public companies, focus less on traditional private deals.

What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries.

Over half of global private equity deals year to date (YTD) have involved public investments, as mega-funds increasingly go public, just when investors are seeking private alternatives.

What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers.

As public and private credit spreads tighten, non-sponsored private credit offers a meaningful premium and diversification potential.

Head of Public Policy Jason Cole provides his latest briefing from D.C., updating on the policy driving markets and the President’s economic agenda.

We assembled our latest analysis across macroeconomics, public markets, private markets and portfolio construction to help you map today’s markets. Read the complete chartbook for in-depth charts and actionable insights, or explore key highlights below.