Research



Capital Markets Review

Current Issue: July 2025
Fears of a recession subsided as the initial estimate of Q2 GDP came in at a robust +3.0%. Taken in total with Q1 (-0.5%), GDP growth in the first half of 2025 remains indicative of a slowing US economy...
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Insights

Current Issue: Proper Expectations for Evergreen Private Credit

As institutional private credit portfolios mature and re-up cycles become more commonplace, the asset management community is increasingly offering evergreen vehicle structures to asset owners. The goal of this paper is to highlight the merits and considerations of these vehicles so that allocators can make more informed decisions....
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