Last Week
Private Markets Outlook: Resilience in an Evolving Landscape
September 16, 2026
Private markets demonstrated resilience in the first half of the year, but as macroeconomic crosscurrents build, the path to outperformance is narrowing. Sarah Hirsch shares key takeaways from our semiannual private markets outlook.
Macro Pulse: The Long End Takes the Wheel
Higher long-term yields are reshaping the market backdrop.
Macro Pulse Midyear Outlook: The Narrowing Path
Markets enter the second half with a constructive outlook, but a narrower path forward.
Strong Earnings, Untested Risks
Q1 earnings season delivered unusually strong results, with broad-based earnings growth and resilient margins despite geopolitical and energy-related pressures.
Pricing Past the Blockade
Markets remain resilient, but geopolitical risk and higher energy prices continue to shape the outlook.
The Demand for Private Credit Driving the Real Economy
Private credit is playing a growing role in financing the U.S. real economy
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