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Perspectives on markets, industries, and the global economy from our investment professionals and strategic advisors.

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In-Depth Analysis

Market Outlook
Market Outlook

2026 Global Market Outlook

Our investment committee provides comprehensive analysis of market conditions, valuation metrics, and opportunity sets across key sectors and geographies heading into the new year.

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Private Credit
Private Credit

The Evolution of Private Credit

How the private credit landscape has evolved and what it means for investors seeking yield in the current market environment.

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Latest Articles

Recent Perspectives

Private Equity

Middle MarketBuyouts: Building Value in Uncertain Times

Strategies for creating value through operational improvements and strategic acquisitions in the current market environment.

January 15, 2026 By Alfred Van der Giessen 8 min read
ESG

ESG Integration: From Compliance to Value Creation

How leading investors are moving beyond box-checking to integrate ESG factors that drive sustainable competitive advantage.

January 8, 2026 By Karl Martinussen 6 min read
Healthcare

Healthcare Services: Transforming Patient Care and investor Returns

The convergence of technology and healthcare creating new opportunities for investors in the healthcare services sector.

December 28, 2025 By Allen Carpender 10 min read
Infrastructure

Digital Infrastructure: The New Real Asset Class

Data centers, fiber networks, and towers emerging as critical infrastructure investments in the digital economy.

December 18, 2025 By Manuel Da Silva 7 min read
Technology

AI and Automation: Investing in the Future of Work

How artificial intelligence and automation are reshaping industrial operations and creating investment opportunities.

December 10, 2025 By Alfred Van der Giessen 9 min read
Consumer

The shifting Consumer: Preferences in a Post-Pandemic World

Understanding evolving consumer behavior and its implications for consumer-focused investments.

December 2, 2025 By Karl Martinussen 6 min read
Financial Markets

Interest Rate Environment: Navigating the Cycle

Perspectives on the interest rate environment and implications for private market investments.

November 22, 2025 By Manuel Da Silva 8 min read
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Research & Reports

Annual Report 2025

Comprehensive review of performance and strategy

Q4 2025 Earnings

Quarterly performance summary

Market Perspectives

Current market analysis

ESG Report

Sustainability disclosure

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