Investment Knowledge
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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…
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Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation
Higher interest rates have pressured real estate prices, but fundamentals remain stable across most property types. In this white paper…