Insights

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Insights

Middle Market Private Equity: The Art of Picking Your Spots

In our last entry, we wrote that inflation and monetary tightening were returning investors to a...

Scarcity

As we write today, the surge in energy costs and consumer prices everywhere looks set to drag on...

Time to Buy?

No. Decades of low inflation and falling real yields pushed up valuation multiples across all...

Patience and Cash Flow

 

Invasion of Ukraine: Market Implications

Like all of you, the most we can do is watch in horror and sympathy at what is unfolding in Ukraine...

Keep Calm ...

 ... But Mind the Speculative Unwind and Position Cautiously

2022 - or -2020, Too?

Over the past two years, the pandemic has caused distorted perceptions of time for many of us, as...

Year-End Review and Outlook

Looking back

“Build Back Better Act”: Tax Provisions Update

Not surprisingly in the current political climate, the late October 2021 version of the House of...