Market Outlook
The patient capital decade: our 2027 outlook
Rates have settled, but dispersion has not. Why selectivity — not beta — will define returns in the year ahead.
Margaret Halden · Nov 2, 2026 · 9 min read
Insights
Perspectives from the partnership.
Considered views on markets, transactions and stewardship — written by the people doing the work.
Alternatives
Infrastructure is the new fixed income
Contracted cash flows, inflation linkage and a trillion-dollar energy transition pipeline.
Daniel Okafor · Oct 21, 2026 · 7 min read
M&A
Succession, not sale: what family boards are asking now
A growing share of mid-market owners want liquidity without surrendering control.
Eleanor Vance · Oct 9, 2026 · 6 min read
Fixed Income
Fixed Income
Reading tight spreads in a loose world
Investment-grade credit looks expensive. Here's where we still find value.
Tomas Lindqvist · Sep 30, 2026 · 5 min read
Capital Markets
Capital Markets
Is the IPO window finally open?
Issuance is recovering — but the bar for quality has never been higher.
Priya Raman · Sep 18, 2026 · 6 min read
Private Wealth
Private Wealth
Preparing the next generation for the great wealth transfer
Governance, education and the conversations families keep postponing.
Eleanor Vance · Sep 4, 2026 · 8 min read