The retirement income conversation belongs in your DC practice. Lead it before someone else does.

Just when the market was starting to act like it could possibly go five minutes without a fresh identity crisis, here come the IPO rumors. SpaceX could hit in June. OpenAI is reportedly eyeing September. Anthropic is aiming for later in 2026.

Last week's economic data releases were about as consistent as a social media thread about the economy...

As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

Private equity (PE) buyout valuations have moved to unusually low levels relative to public equities. For secondaries investors, that gap may expand the number of opportunities where the acquisition price aligns with target returns.

Highlights from the week of May 15 – May 21, 2026.

On Tuesday, the 20- and 30-year U.S. Treasury yields hit their highest levels since 2008.

​​Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings​.

Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.

Markets last week: Powell handed Warsh the keys to the Fed, two inflation surprises, and a bond market in full tantrum mode. Welcome, Kevin.