Up view of Coal Burning Power Plant Cooling Tower

Insights

Our insights into investment themes across our businesses and where we see opportunities to create value over the long term.

All insights

Video
Apr 2026

Transforming a residential mortgage lending gap into opportunity
White Paper
Alper Daglioglu
Apr 2026

The allocation evolution: The emergence of total portfolio approach investing

How institutions can take a more holistic approach within traditional asset allocation frameworks
Commentary
Apr 2026

Real estate credit’s consistency shines in a turbulent market

Why real asset lending is built for today’s environment
White Paper
Mar 2026

Private credit: Beyond direct lending

Asset-based finance remains underpenetrated by private capital, but this is about to change.
Case Study
David Hall, Craig Wright
Feb 2026

Transforming a corporate orphan into a carveout champ
Commentary
Jan 2026

From empty offices to needed homes, a credit opportunity emerges

Converting obsolete office buildings to apartments can create attractive risk-adjusted returns for lenders positioned to underwrite complexity.

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Sustainability Report 2024