Investment Knowledge
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European Private Debt Investing: Dislocation Creates Opportunity Today
Macro-economic headwinds have caused liquidity to dry up in European credit markets, leaving corporate borrowers and private-equity sponsors few…
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Infrastructure Investing: Embracing Complexity in Times of Structural Change
After a tumultuous 2022, the US economic outlook for 2023 remains cloudy. Renewed uncertainty about inflation and the Fed…
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Opportunities in US Real Estate: Three Ideas for 2023 and Beyond
It’s a new year, but much remains the same: Inflation has stayed high, money tight and credit scarce; and…
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Filling the Void: The Opportunity in Large Corporate Direct Lending
An unprecedented market backdrop—a global pandemic, enhanced geopolitical risks, rising inflation, and market volatility—has largely shut down traditional public avenues…
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2023 Outlook: What’s Next for US Inflation, Growth, and Capital Markets?
After a tumultuous 2022, the US economic and capital markets outlook for 2023 suggests that inflation may have peaked…
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A Case for Credit: Opportunity Reaches Historic Entry Point as Yields Surge
After almost 15 years of persistently low rates, yield has returned to fixed-income markets. As 2023 approaches, we believe rising…