M&A Activity in a High-Rate Environment: Where Deal Flow Is Moving
After two years of rate-suppressed deal volumes, M&A activity is recovering. We identify which sectors are leading the rebound, where buyers are…
Mar 11, 2026David Okafor
Private Credit’s Ascent: Structural Shift or Cyclical Surge?
Private credit has grown from a niche alternative to a $1.7 trillion asset class. We examine whether this reflects a durable structural…
Feb 24, 2026Mei Chen
Global Equity Markets: Mid-Year Outlook 2026
Equity markets have delivered outsized returns since 2023, with the S&P 500 nearly doubling. We assess whether fundamentals support continued gains or…
Feb 10, 2026Jonathan Hartley