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The definitive source of private markets intelligence.
Tariffs May Test Private Debt's "All-Weather" Label
Private debt offers mathematical resilience to recession through high interest income offsetting temporary markdowns, but leverage amplifies initial pain.
RetryClaude can make mistakes. Please double-check responses.
Apr 152 min read
Credit Markets Recalibrate After Tariff Shock
Credit investors face a new landscape where trade policy tweets can move markets 1,100 points in a day, forcing a fundamental rethinking of sector and geographic exposure.RetryClaude can make mistakes. Please double-check responses.
Apr 122 min read
Trump Tariffs Confirm KKR's "Regime Change" Global Thesis
Trump's "Liberation Day" tariffs confirm KKR's view that globalization is giving way to regional economic competition.RetryClaude can make mistakes. Please double-check responses.
Apr 122 min read
Private Markets Face Pivotal Moment in 2025
Private markets battle for capital: Wealth investors reshape investment landscape, turning from institutional constraints to more flexible,
Apr 52 min read
Trump Tariffs Trigger PE Plunge as BlackRock Expands and Private Credit Targets Housing Market
Private Markets Pulse: PE Stocks Plunge 15% as Tariffs Shock Markets, While BlackRock's 50/30/20 Model Aims to Unlock $50T in Private Assets
Apr 56 min read
How KKR Credit Chief Navigates Market Volatility
Private credit thrives in volatility as KKR's Pietrzak sees opportunity in uncertain markets while remaining vigilant about recession risks.
Apr 12 min read
Private Markets Set For Trillion-Dollar Growth, Carlyle's CEO Says
Geopolitical economic tensions create unprecedented market uncertainty, but private capital growth remains unstoppable with wealth clients
Mar 92 min read
GSAM | Global Markets Brace for New Reality as Trump Return Looms
The global financial landscape is recalibrating for 2025 as central banks pivot to easing cycles.
Jan 12 min read
Neuberger Outlook | Five Major Shifts Signal Market Regime Change
Neuberger Berman sees 5 major shifts coming in 2025
Dec 28, 20241 min read
Macquarie Outlook | Growth Opportunities Amid Rate Cuts
Macquarie Asset Management's 2025 outlook projects a constructive investment environment marked by falling interest rates and ro
Dec 28, 20241 min read
Apollo 2025 Economic Outlook | US Economy Firing on All Cylinders Despite Higher Rates
Apollo's Chief Economist forecasts continued US economic strength in 2025, with 2.3% GDP growth expected and inflation stabilizing around 2.
Dec 28, 20241 min read
Russell Outlook | Trump's Return Reshapes Investment Landscape
The return of Donald Trump to the White House in 2025 is poised to dramatically reshape global markets.
Dec 27, 20242 min read
Mercer Outlook | Markets Enter New "Swing State" Era
Mercer's 2025 investment outlook identifies major market pivots underway, including a massive shift in market concentration.
Dec 26, 20241 min read
iCapital 2025 Outlook | Solid Growth Ahead, But Watch For Wild Cards
iCapital's 2025 market outlook projects 2.1% U.S. GDP growth and an S&P 500 fair value target of 6,700, but highlights several m
Dec 24, 20241 min read
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