Investment Knowledge
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Mid-Year Credit Outlook: Divergence to Persist through 2024
The buoyant demand for corporate debt that propped up primary markets this year came alongside pockets of distress in the riskier parts of the market. We expect this divergence to persist…
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2024 Mid-Year Outlook: An Unstable Economic Equilibrium
While the Fed’s rate hikes have reined in growth, especially among over-levered consumers, corporates, and banks, the easing of financial conditions since the “Fed pivot” in December continues…
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Flexibility Is Key: Why Invest Opportunistically in Private Credit
Capital markets have, in our view, entered a new regime of higher volatility that can create attractive opportunities for investors who add flexibility to private credit portfolios. An opportunistic approach…
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What Does a “Higher for Longer” Rate Environment Mean for Credit Markets?
Recent comments from the US Federal Reserve chairman Jay Powell and stronger-than-expected economic data are bringing…
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Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective. In this…
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PE Secondaries: Evolving Landscape Can Expand Opportunities
Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in…