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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