Market Insights

The Q3 2026 Healthcare Services Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

The Q3 2026 US PE Middle Market Report offers a data-driven review of the key trends shaping PE investment in the US middle market.

This analyst note examines why the expected surge of VC-backed IPOs from a pent-up backlog is largely a myth, as many companies keep raising private capital and stay private.

A Republican election sweep would drive defense spending to $1.5 trillion and accelerate M&A. Democrats winning would trigger AI hearings and QSBS tax scrutiny.

The US Leveraged Loan Index Monthly Wrap captures the dynamics of the primary and secondary leveraged loan markets. Commentary and data include detailed analysis of Morningstar LSTA US Leveraged Loan Index returns and pricing trends. Institutional loan issuance, maturity wall breakdowns, market supply/demand dynamics, market flex data, returns by asset class and outperforming and underperforming credits are among the topics discussed.

The Global Distressed Credit Weekly Wrap provides a comprehensive summary of the latest news for leveraged loans and high-yield bonds, and a rundown of courtroom bankruptcy activity.

This analyst note identifies the most promising datacenter-exposed segments across chips, energy, construction, and logistics, and examines how AI-driven capital is flowing into them.

The Q3 2026 Biopharma Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

Inference will account for 75% of AI compute demand by 2030. We rank top VC-backed inference chip companies by capital efficiency. Etched leads at 12.3x on $1.7 billion raised.

The Q3 2026 Quantitative Perspectives report examines venture’s liquidity paradox, where record exit value coexists with historically low fund distributions and a growing IPO backlog.

The Private Capital Return Barometers provide a data-driven, factor-based assessment of US private market fund performance, offering timely estimates of quarterly returns and insights into market conditions across asset classes.

This analyst note examines the US VC secondary market past its peak, exploring how shifting liquidity dynamics are reshaping platforms, trading patterns, and retail investor access.

This analyst note examines the physical AI infrastructure landscape, assessing where durable commercial opportunities lie for suppliers of robot learning data and tools.

The Q3 2026 Sweden Market Snapshot provides an overview of macroeconomic and microeconomic trends in the region spanning both private and public markets.

The Q3 2026 Germany Market Snapshot provides an overview of macroeconomic and microeconomic trends in the region spanning both private and public markets.

This analyst note explores why most of the over 24,000 APAC companies funded during the 2020 to 2021 VC boom remain active and private—but stuck. We track the boom-era cohort through the market reset.

The H1 2026 APAC Private Capital Breakdown examines the region’s PE and VC markets in Greater China, India, Japan, South Korea, Australia & New Zealand, and Southeast Asia.

The fastest-growing IPO candidates can ride in the slipstream of companies such as Anthropic, less so the rest, said executives with the $1.3 trillion asset manager.

Strong distributions helped the Boston PE firm raise the largest buyout fund of the year, though fundraising was the toughest it’s ever been.

The riskier, triple-C loans returned negative 2.87% in October, their worst month since February.

The credit profile of distressed loans is weaker than during the pandemic sell-off.

Nivida is invested in some of the largest neoclouds and sells GPUs to these businesses.

The median valuation of AI chip makers has grown 9x in two years, raising the bar for what makes a successful exit.

The 22-deal package was priced at around a 20% discount, with KKR the largest sponsor represented.

Investors say continuation funds will keep growing, even if sponsor-to-sponsor M&A and IPOs bounce back tomorrow.

European events deal value is now above pre-pandemic levels, but valuations hinge on end-market exposure and only market leaders earn the premium.

Federated Hermes’ Cameron Payne says long relationships, not fast deals, protect investors.