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2023-midyear-outlook
2023-midyear-outlook-parent
2024-economic-and-capital-markets-outlook
2024-economic-and-capital-markets-outlook-parent
2024-mid-year-credit-outlook
2024-mid-year-credit-outlook-parent
2024-mid-year-outlook
2024-mid-year-outlook-parent
2025-economic-outlook
2025-economic-outlook-parent
2026-credit-outlook-parent
2026-outlook
2026-outlook-parent
a-reset-in-software
a-reset-in-software-parent
aafter-60-40
adjusting-portfolio-allocations
adjusting-portfolio-allocations-parent
after-60-40
after-60-40-parent
an-enduring-private-credit-opportunity
an-enduring-private-credit-opportunity-parent
apollo-answers-liquidity
apollo-answers-liquidity-parent
apollo-answers-private-credit-questions
apollo-answers-private-credit-questions-parent
apollo-answers-warehouse-lending
apollo-answers-warehouse-lending-parent
apollo-answers-whats-missing-in-private-credit
apollo-answers-whats-missing-in-private-credit-parent
asset-backed
asset-backed-parent
asset-backs
At the same time
beyond-60-40
beyond-60-40-parent
beyond-beta
beyond-beta-parent
beyond-the-middle-market
beyond-the-middle-market-parent
building-resiliance
building-resiliance-parent
can-private-markets-be-the-alternative
can-private-markets-be-the-alternative-parent
clean-transition-investing
clean-transition-investing-parent
convergence-insights-on-fixed-income
convergence-insights-on-fixed-income-parent
convergence-insights-parent
convergence-portfolio-allocations
convergence-portfolio-allocations-parent
core-allocation
core-allocation-parent
crossroads-of-stagflation
crossroads-of-stagflation-parent
defying-gravity
defying-gravity-parent
demystifying-the-opportunity
demystifying-the-opportunity-parent
european-direct
european-direct-parent
expanding-toolkit
expanding-toolkit-parent
filling-the-void
filling-the-void-parent
financing-gap-in-sports
financing-gap-in-sports-parent
flexibility-is-key
flexibility-is-key-parent
higher-for-longer
higher-for-longer-parent
hybrid-in-action
hybrid-in-action-parent
index-tracking strategies. Passive funds now represent almost 40% of all managed funds
infrastructure-investing
infrustructure-investing
infrustructure-investing-parent
manager-selection-matters
manager-selection-matters-parent
market concentration has increased and valuations for the largest stocks have reached historically elevated levels. At the same time
mind-the-funding-gap
mind-the-funding-gap-parent
navigating-the-crosswinds
navigating-the-crosswinds-parent
opportunities-in-real-estate
opportunities-in-real-estate-parent
outlook-2023
outlook-2023-parent
paying-for-alpha
paying-for-alpha-parent
pe-new-paradign
pe-new-paradign-parent
portfolio-allocation-views
portfolio-allocation-views-parent
private-equity-returns-to-its-roots
private-equity-returns-to-its-roots-parent
Public equity markets have changed significantly over the past decade. The number of listed companies has declined
public-equity-markets-have-changed
public-equity-markets-have-changed-parent
resilient
resilient-alternative
resilient-alternative-parent
the share of assets managed passively has surged as investors embrace low-cost
the-abcs-of-bdcs
the-abcs-of-bdcs-parent
the-continental-shift
the-continental-shift-parent
what-is-pik
what-is-pik-parent
where-does-private-ig-credit-belong
why-real-estate-in-2026
why-real-estate-in-2026-parent
For much of the past decade, the middle market, generally defined as companies with enterprise values roughly between $250 million…
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In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese...
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Private investment-grade credit is reshaping portfolio construction by expanding the investment-grade universe beyond traditional public markets. As credit markets evolve,…
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With many traditional primary private equity (PE) strategies facing extended holding periods, a record exit backlog...
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In an evolving credit market, how should investors weigh opportunity and risk in the $40 trillion private credit landscape? In...
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Our chart book (available here) looks at why gold prices have increased so much since 2022, and why they have...
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Our latest outlook for public and private markets is available here. Download high-res chart book
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With the proliferation of cashless payments, you would expect the number of bills in circulation to be declining across all...
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The direct lending market is roughly $2 trillion, or about 3% of total debt outstanding for US households and businesses....
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In recent years, employment in the software sector has declined by about 200,000 jobs. The factors driving this decline could...
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