3Q22 Private Equity Activity Dips but Reflects Pre-Pandemic Levels
Gary Robertson analyzes private equity activity through all stages of the investment cycle in 3Q22.
There Was Really No Place to Hide in World Markets
Kristin Bradbury analyzes global equities, fixed income, and real assets markets in 3Q22, where there really was no place to hide.
Global Challenges Wreak Havoc on Economies
Kristin Bradbury examines the issues facing the global economy in 3Q22 and what they mean for investors.
PCE and CPI: What’s the Difference?
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
Private Real Estate Strong; REITs Lag Equities
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
Tough Environment Leads to Losses for Hedge Fund Managers
Joe McGuane analyzes hedge fund and MAC performance in 2Q22.
Private Equity Shows Persistence Amid Volatile Markets
Gary Robertson provides an analysis of private equity activity in 2Q22, from fundraising to exits to returns.
Private Credit Interest Still High Despite Illiquidity Premium Close to Zero
Catherine Beard analyzes the performance of private credit in 2Q22 and explains what is happening with its illiquidity premium.
Recession—Are We There Yet?
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.