Insights

Research and analysis is a fundamental strength

Thought-provoking market commentary since 2004

Research is at the core of our investment decisions and our team is continually monitoring and examining the private equity markets to ensure our investment focus captures the most attractive opportunities for our investors. We share our knowledge and insights with clients and friends of the firm through our Market Commentary.

Archived Market Commentaries
4th Quarter 2017
Stock Market Jitters
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3rd Quarter 2017
Private Equity Observations
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2nd Quarter 2017
Summertime
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1st Quarter 2017
Asset Allocation vs. Stock Picking
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4th Quarter 2016
America Voted for Economic Growth
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3rd Quarter 2016
The Fed is Punishing Savers and Retirees
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2nd Quarter 2016
Stocks, Bonds and ESG
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1st Quarter 2016
Liquidity Has a Price
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4th Quarter 2015
Buyouts Beat Everybody
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3rd Quarter 2015
Air Pocket
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2nd Quarter 2015
Shifting Into Third Gear
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1st Quarter 2015
Impact Investing Becomes Mainstream
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4th Quarter 2014
Yearend Wrap-up
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3rd Quarter 2014
Giant Leaps for Mankind
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2nd Quarter 2014
The High Cost of DIY
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1st Quarter 2014
Big Distributions Driving Wave of 2014 Allocations to PE Funds
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4th Quarter 2013
Smart Allocation Strategy vs. Front-Running the Herd
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3rd Quarter 2013
A Day in the Sun
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2nd Quarter 2013
A Fascinating Intersection
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1st Quarter 2013
The Rise of Returns Projections
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4th Quarter 2012
Super Storm Sandy
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3rd Quarter 2012
Energiewende
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2nd Quarter 2012
Keep Your Head Up and Stick on the Ice
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1st Quarter 2012
New Cars Available...Batteries Included
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4th Quarter 2011
Volatility & Illiquidity
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3rd Quarter 2011
A Drachma for Your Thoughts
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2nd Quarter 2011
Private Equity Exits on the Rise
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1st Quarter 2011
2011 Private Equity Predictions
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4th Quarter 2010
The Chinese Opportunity
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3rd Quarter 2010
Growth and Innovation in America
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2nd Quarter 2010
IPOs - Reason for Optimism?
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1st Quarter 2010
Impact of Government on Private Equity
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4th Quarter 2009
Five Private Equity Predictions for 2010
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3rd Quarter 2009
Your Private Equity Allocation - Increase, Decrease or Maintain It?
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2nd Quarter 2009
Inflation/Deflation - How Does it Affect Leveraged Buyout (LBO) Returns?
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1st Quarter 2009
Follow the Lemming
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4th Quarter 2008
Current Environment
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July-August 2008
A Case for Late Stage VC
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May-June 2008
Greetings from China
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March-April 2008
Affect of Recession on Asset Allocation
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January-February 2008
2008 M&A Outlook
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October-November 2007
Technology M&A: Carrying the Momentum into 2008
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August-September 2007
Credit Market Update & Private Equity Mid-year Statistics
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June-July 2007
Report from ResourcePoint 2007 CleanTech Summit
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April-May 2007
Public-to-Private Commentary
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March 2007
Venture Capital: Bigger Funds, Fewer Firms
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February 2007
Private Equity Year-end Statistics
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January 2007
The Year Ahead in Private Equity Fundraising
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November 2006
Affiliated Fund Investment Quiz
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October 2006
Mega LBO Funds Update
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September 2006
New Observations on CleanTech
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August 2006
Secondary Markets
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July 2006
Private Equity Mid-year Statistics
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June 2006
IPOs Go Abroad
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May 2006
Mega Buyout Firms Going Public?
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April 2006
Quantifiable Benefits of a Fund of Funds - a follow up report
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March 2006
Asia Private Equity Investing
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February 2006
Private Equity Year-end Statistics
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January 2006
Quantifiable Benefits of a Fund of Funds
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December 2005
Top Managers Tend to Repeat Their Success
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October 2005
CleanTech Observations
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November 2005
Parsing Venture Fundraising Data
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September 2005
Growing Demand for Lower Middle-market Buyout Funds
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July-August 2005
Private Equity Mid Year Statistics
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June 2005
Impact of Fees on Gross Returns
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May 2005
IPOs as an Historical Liquidity Option
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April 2005
Proliferation of Mega-LBO Funds
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March 2005
Renewed Demand
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February 2005
Investment Environment for Middle-market LBO Funds
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January 2005
Evaluating Established and Emerging Fund Managers
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November 2004
M&A Exit Opportunities for VC and LBO Firms
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October 2004
Liquidity Opportunities in the IPO Market
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September 2004
LBO & VC Fundraising Activity / Conditions for New Investments
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