Research

Our Latest Insights on the Economy and Markets

Follow our regular commentary, access our latest macro scenarios and industry outlooks, and explore our in-depth thinking on key themes. 

Special Report

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Deep dives on critical subjects ranging from geostrategy and macroeconomics to industry themes, regulation and policy.

The Might of Macro

A Tailored Approach to Macro-Informed Strategy in Private Markets

Our first Special Report covers our approach to tracking the macro/market cycle and documents the tight link between the economy, private markets strategy, and underlying asset performance.

Oct 1 2025
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