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Revisiting the macro forces behind market performance
Jacob Miller breaks down three key drivers of past equity returns—and why they may not repeat
Hitting and maintaining a target private markets allocation
Reaching and maintaining a target allocation to private markets can be a challenge. See how Opto can help.
Launching a private markets program: part 3 - management
The challenges of managing and servicing a private markets program, and how Opto can help overcome them
Launching a private markets program: part 2 - fundraise
The challenges of fundraising for a private markets program, and how Opto can help overcome them
Launching a private markets program: part 1 - build
The challenges of building a private markets program, and how Opto can help overcome them
The problem with large BDCs
Mega-cap BDCs have grown rapidly in recent years. But what are you really getting when you invest in them?
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
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
AMA: Outlook for private markets amid tariffs and deregulation
Matt Malone examines how tariffs and deregulation under the new administration could shape private markets
Aligning macro fundamentals with thematic private market opportunities
Jacob Miller explores how macro trends and thematic opportunities shape long-term investment strategies