Commentary

Over the past two weeks we’ve touched on the distribution dilemma in private equity, and most recently on the perspectives…

Challenging financing conditions and macroeconomic disruptions have ushered in a period of lackluster M&A activity the last few years. Sellers…

Having focused this year mostly on the effects of rates and the economy on private credit, it’s time to turn…

While the expected pace of Fed cuts has slowed, nothing suggests a change in direction. This course suggests a re-assessment…

Investors are challenged today with so much data and distraction coming at them from every angle. This makes it tough…

The 7th Annual Greenwich Economic Forum this week brought together dozens of CEOs, CIOs, and top financial executives of all…

Our friends at Bloomberg hit the market last week with a startling headline: “Private Credit Faces Worst Reckoning Since 2008.”…

One of the unalloyed joys of our job these days is around Fed meetings. We’ve known for four years this…

We admit to a weakness for sports metaphors, particularly baseball. Perhaps it’s how happenings in the national pastime so often…

When it comes to private capital, institutional investors in Italy have an increasing variety of options. Exposure to US private…