Investment Knowledge
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The ABCs of BDCs
As investor appetite for income and private credit exposure grows, BDCs remain a powerful tool—but higher-for-longer rates, credit concerns…
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Mid-Year Credit Outlook: Navigating the Crosswinds
Resilient fundamentals and robust technicals drove credit performance in the first half of 2025. Despite tariff headlines, geopolitical tensions…
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Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
US tariffs have climbed to their highest level in nearly 90 years, fueling market volatility and creating uncertainty for…
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The Continental Shift: Europe’s Private Credit Moment
We believe European private credit is a fast-growing market with the potential to rival the US, offering scale, attractive risk-adjusted…
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Private Credit Investing in Volatile Times
While not immune to the shifts in policy and the macroeconomic outlook, we expect to see resilient demand for…
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Beyond 60/40: Private Assets in an Era of High Public Valuations
A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could…