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Market

30 stories

US Consumer Prices Rise 3.4% as September Hike Odds Near 90%

US Consumer Prices Rise 3.4% as September Hike Odds Near 90% August CPI and PPI repriced a September quarter point hike to the base case ahead of the Sept 16 FOMC decision.

Ichsan Ibrahim15 Sept 20262 min read

Industrial Logistics Rents Hit Record as E-Commerce Footprint Expansion Resumes

US industrial asking rents rose 6.8% year-on-year in Q1, reversing a two-year deceleration as retailers resume warehouse footprint expansion.

Marcus Chen25 Jul 20261 min read

Office

Office-to-Residential Conversions Cross 50,000 Units in US Pipeline

A federal tax incentive and city-level zoning reforms have pushed the national conversion pipeline past 50,000 units for the first time, concentrated in six gateway metros.

Sarah Reichmann24 Jul 20261 min read

Allocators

How Allocators Are Rewriting the Manager Selection Playbook

With dispersion between funds at a decade high, the allocators pulling ahead are the ones treating benchmarking as a discipline rather than a formality.

Stephen Kran1 Jul 20262 min read

Sovereign Wealth

Sovereign Funds Push Deeper Into Private Markets

The largest state investors are lifting private-market allocations again, and the shift is reshaping who holds power in fundraising.

Priya Sharma1 Jul 20261 min read

Opinion

Stop Chasing Last Cycle's Top-Quartile Manager

Past-quartile ranking is the most cited and least predictive number in manager selection. Allocators keep buying it anyway.

The Board1 Jul 20261 min read

Endowments

The Endowment Model Under Pressure

The heavy private-markets tilt that defined the great endowments is being tested by illiquidity and a harder exit environment.

David Okonkwo1 Jul 20261 min read

Allocators

Inside the Rise of the Outsourced CIO

Smaller institutions that cannot build a full investment team are handing the whole mandate to an outsourced chief investment officer. The model is booming, and so is the scrutiny.

Marcus Chen1 Jul 20261 min read

Opinion

The Quiet Power of the Placement Agent

The intermediaries who connect managers to capital shape which funds get raised. Their influence is larger than their profile.

Vinka1 Jul 20261 min read

Podcast

What Makes a Great Allocator, With Three CIOs

Three chief investment officers on manager selection, benchmarking discipline, and the mistakes that quietly compound over a decade.

The Desk1 Jul 20261 min read

Real Estate

Data Centres Become the Hottest Real Asset Trade

Infrastructure and real-estate funds are racing to underwrite the compute build-out.

Pandu30 Jun 20261 min read

Co-Investment

The Co-Investment Boom and Its Hidden Risks

Allocators love co-investments for the fee break and the control. The ones getting it wrong are the ones treating a fee discount as a free lunch.

Radahn30 Jun 20261 min read

Opinion

Has the Fundraising Freeze Finally Thawed?

A few large closes do not make a market. The real test is whether the mid-sized manager can still raise.

Marcus Chen30 Jun 20261 min read

Family Office

Family Offices Build Out In-House Deal Teams

Tired of paying two-and-twenty, single family offices are hiring the talent to source and underwrite deals themselves.

Linh Tran30 Jun 20261 min read

Opinion

The Case for Fewer, Deeper Manager Relationships

Sprawling manager rosters feel diversified. Often they are just expensive and unmanageable.

Stephen Kravis30 Jun 20261 min read

Insurance

Insurers Reshape the Private Credit Landscape

General-account capital hunting for yield has become the largest force in direct lending. Its preferences now set the terms.

Priya Sharma30 Jun 20261 min read

Markets

Rates Volatility Keeps the Financing Market on Edge

Every move at the long end reprices the leverage behind the next buyout.

Marcus Chen29 Jun 20261 min read

Pensions

Pension Funds Confront the Denominator Problem Again

When public markets fall and private marks lag, private allocations balloon past target. The rebalancing that follows moves markets.

David Okonkwo29 Jun 20261 min read

Opinion

Transparency Is the New Alpha for LPs

The managers who share real data will win the next fundraising cycle. The ones who hide behind quarterly appraisals will not.

The Board29 Jun 20261 min read

APAC

Why APAC Is the Allocator's Next Frontier

The data is thinner and the markets younger, but the private-market opportunity in Asia is drawing serious capital.

Argya Whisnuputra29 Jun 20261 min read

Secondaries

The Secondaries Market Becomes a Main Event

Once a quiet corner for stranded stakes, the secondary market is now a primary tool of portfolio management for the largest allocators.

Vinka28 Jun 20261 min read

Opinion

Private Credit Needs a Real Benchmark

The asset class has grown to a trillion dollars without an honest yardstick. That cannot last.

Findil28 Jun 20261 min read

Secondaries

The GP-Led Deal Every LP Should Interrogate

Continuation vehicles can serve limited partners well or serve the manager first. Telling the difference is the LP's job.

Vinka28 Jun 20261 min read

Fees

Fee Compression Comes for the Blend

Two-and-twenty is under quiet, relentless pressure as allocators use scale, co-investment and secondaries to cut the blended cost of access.

Priya Sharma27 Jun 20261 min read

Macro Research

Dollar Index at Crossroads: DXY and the Multipolar Reserve Shift

The DXY has traced a descending channel since February. We examine BRICS settlement flows, central bank gold accumulation, and the 18-month outlook for USD dominance.

Buysiders Macro26 May 20264 min read

Credit Research

Investment-Grade Credit: Spread Compression Has Further to Run

Investment‑grade spreads have tightened by roughly a quarter of a percentage point since early 2023, yet they remain well above the lows recorded in 2021.

Buysiders Credit Desk26 May 20263 min read