Special Report

Private Markets are entering a new phase as TPA and Evergreen funds expand. Shifts in access, implementation, and market leadership will have important implications for institutions, Wealth Management, and future Private Equity…

The NFL and NBA grab the headlines, but growth beats size. This report reveals the story behind Major League Soccer (MLS) growth. Valuations have jumped, yet plenty of upside remains—making the MLS relatively attractive compared to…

European euphoria is overdone. The most exceptional asset class in Europe is Infrastructure, but granular opportunities span other asset classes by sector and country. Venture Capital is a North America and Asia-Pacific play. We…

Return expectations have changed for Buyouts, but not equally for Large+ and Middle Market deals. While tariffs are dramatically reducing investor expectations, our return expectations are modestly increasing—with Large+ leading. In…

Tariffs may trigger the recession, but the economy was already vulnerable from unsustainable growth and inflated expectations. Private Equity is most exposed, though this situation neither emerged suddenly nor will it unfold…

Special Report

We are at a pivotal moment for Europe, supported by structural reforms and macro catalysts. While expanding credit markets and lower rates favor Private Equity over Private Credit, opportunities vary by segment. Large+ Buyouts are…

Asset class expectations show mixed shifts from 2024, with Real Estate seeing substantial upgrades and Private Equity benefiting from Venture Capital improvements. Private Credit return expectations decline from 2024 but remain…

We are growing positive on Growth assets with recession expectations increasing our optimism on entry points. Equities are led by APAC Private Equity, North America Venture Capital, and Europe Buyouts. Our outlook continues to…

Special Report

Investors often misjudge Global Macro managers. We outline key manager evaluation criteria and highlight the power of combining Macro Hedge Funds and Private Equity. Even for those who are not Macro Traders nor invest in Hedge Funds…