Returns, Rates & Roadblocks: The State of Private Markets
A clear look at how Fed pivots, valuation gaps, and semiliquid PE returns are reshaping private markets—and where private credit continues to pull ahead.
For decades, investors have tried to interpret the cadence of the Federal Reserve’s policy cycle — when to expect the next rate cut, how to allocate across asset classes, and which indicators truly signal a durable recovery.
The Bottleneck and the Breakout: What’s Really Driving PE Growth in 2025
Private equity is facing a liquidity bottleneck just as portfolio companies deliver outsized growth. This tension is reshaping how firms exit, deploy capital, and capture value in 2025.
U.S. State GDP and Industry Performance, Q2 2025: Divergent Growth Across the Economic Landscape
The Bureau of Economic Analysis (BEA) has released its second-quarter 2025 data on gross domestic product (GDP) and personal income by state, alongside 2024 personal consumption expenditure figures.
$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike
Private equity is entering a new phase of higher-quality deals, longer holds, and rising AI-driven energy demand. Liquidity is tightening, but conviction is growing.
The Classic Macroeconomic Cycle: From Jobs to the Fed to Markets
For over half a century, the U.S. economy has moved to a familiar rhythm — employment weakens, the Federal Reserve reacts, and financial markets adjust.
