Research and Insights

Explore the latest news and developments across the world of sports, media, and entertainment, including record-setting Winter Olympics viewership, women’s sports primetime expansion, and accelerating stadium-led mixed-use development.

In this quarterly snapshot, we review current and historical macroeconomic conditions and consider what they could mean for portfolio positioning across private equity, private debt, infrastructure, real estate, and hedge funds—with a focus on where selectivity may matter most.

In this edition of SME in the News, Sarah reflects on audience data and media distribution trends — with attention on early engagement surrounding the Milano-Cortina Winter Olympics and the Super Bowl’s concentrated national reach.

Private credit continues to play a role in portfolios, supported by long-term structural shifts across capital markets. In this State of the Markets update, the CAIS Advisors’ Office of the CIO examines key developments shaping the private credit landscape entering 2026.

This educational commentary looks back at recent market data and highlights how factors such as bank retrenchment, sponsor demand, privatization of markets, and increasing dispersion across managers are influencing private credit opportunities and risks.

Sports franchises are selling for record prices. What’s behind the surge? Increasingly, it’s media rights revenue. This piece explores how media deals may underpin franchise valuations across the NFL, NBA, and MLB, why centralized models often provide stability, and what risks investors should consider.

Recent headlines show the attention economy in motion: streaming is scaling live sports and premium entertainment, while prediction markets are expanding how fans participate beyond the screen.

Explore perspectives from CAIS Advisors Portfolio Manager Sarah Jiang on key developments across the general sports, media, and entertainment landscape, including live sports, global expansion, and evolving distribution models.

The CAISCRED Index Quarterly Review Q4 2025 from CAIS Advisors provides a retrospective look at private credit conditions across non-traded BDCs, incorporating the reported market and index data from Q3 2025.

Building on observations from prior quarters, this review examines how market dynamics have continued to evolve as the asset class scales, with dispersion across managers becoming a more defining feature of outcomes.

The inaugural CAISCRED Index Quarterly Review from CAIS Advisors examines recent developments in private credit. The report highlights observed trends in deal activity, credit fundamentals, and performance among non-traded BDCs.

This report tracks key data on yields, leverage, and manager performance within the Solactive CAIS Private Credit BDC Index (CAISCRED), a benchmark for perpetual non-traded BDCs and private credit trends

Most private market benchmarks are developed for institutional investors. See why financial advisors need fit-for-purpose indices—and how BDCs may offer a practical start.