Insights & Reports

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…

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…