All insights
Jake Miller
Co-Founder, Chief Solutions Officer
2 min watch
How AI could drive productivity growth in traditional sectors
Jacob Miller breaks down three key drivers of past equity returns—and why they may not repeat
3 min watch
Revisiting the macro forces behind market performance
Jacob Miller breaks down three key drivers of past equity returns—and why they may not repeat
3 min watch
How private credit demand shapes opportunities across loan markets
Jacob Miller discusses private credit demand and competition for large loans, as the Fed cuts rates
18 min read
Deregulation, tariffs, boring AI & credit spreads: An outlook for 2025
Part two of our 2025 alternative outlook examines the most impactful idiosyncratic themes in private markets
2 min watch
Aligning macro fundamentals with thematic private market opportunities
Jacob Miller explores how macro trends and thematic opportunities shape long-term investment strategies
22 min read
Not all privates are created equal: Our alternative framework for 2025
Part one of our 2025 outlook examines the drivers of private asset class performance and the macro picture
3 min watch
What drives outperformance in private markets?
Jacob Miller discusses the factors that can potentially drive sustained outperformance
6 min watch
The inflationary environment and private credit investing
Jake Miller explores the potential for persistent inflation and the potential in niche private credit
11 min read
The year ahead: Three compelling private markets opportunities
In part three of our outlook, we examine areas of private markets with attractive entry points
11 min read
The year ahead: Three macro metrics to define an “interesting” 2024
Part two of our three-part outlook looks at three macro metrics to watch to guide allocation decisions