Investment Knowledge
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Beyond the Middle Market: Private Equity Investing for a More Demanding Regime
For much of the past decade, the middle market, generally defined as companies with enterprise values roughly between $250 million and $2 billion, has held a favored position in private equity portfolios. The logic was straightforward: entry valuations were often lower, buyers were more fragmented, leverage could amplify returns and operational improvements appeared easier to identify and implement. In a world of cheap capital and relatively quick exits, that combination worked well.
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Portfolio Allocations: Where Does Private IG Credit Belong?
Private investment-grade credit is reshaping portfolio construction by expanding the investment-grade universe beyond traditional public markets. As credit markets evolve, investors are reassessing how Private IG can enhance income, diversification and overall portfolio outcomes.
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Private Market Secondaries: A Core Allocation for Modern Private Market Portfolios
With many traditional primary private equity (PE) strategies facing extended holding periods, a record exit backlog…
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A Reset in Software — And Why Discipline Always Matters
Software has been one of private equity’s most active and crowded sectors over the past decade…
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Why Real Estate in 2026?
After a rate-driven repricing that began in 2022, real estate valuations have adjusted meaningfully while underlying…
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Public Equity Markets Have Changed—Why Do Portfolios Still Look the Same?
Public equity markets have changed significantly over the past decade. The number of listed companies has declined…