Why Private Credit Is So Darn Popular
Yields are high, and well-fixed institutions back them, but what happens in a recession?
Search results for: Federal Reserve
Asset Allocation
Hedge Fund Industry Maturing, Adapting as Investors Rebalance
Rising rates and volatility favor active management, while high cash rates put pressure on fees as year-end evaluations are made.
Regulation
Supreme Court Hears Case That Could Invalidate Administrative Courts
The ruling, expected in June 2024, could have a wide-ranging impact.
Research
Higher Interest Costs Will Continue for Some Time, Study Says
The so-called ‘natural interest rate’ is on the rise and will keep the cost of money aloft into the 2030s, per Bloomberg Economics.
Risk
Weak Companies’ Low-Yielding Bonds Set to Hit Maturity Wall
Risk grows as a raft of junk-rated issuers, paying modest interest, must refinance their debt at much higher rates.
Asset Allocation
Allocators Increasingly Shying Away From Risk, Survey Says
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
Asset Allocation
An EM Rebound—and It’s Not All About China
Why emerging markets, now in the doldrums, will come back, per Lazard.
Market Moves
Will Microsoft Overtake Apple in Market Cap Sweepstakes?
The iPhone maker faces hurdles, while its rival appears to have a smoother path.
Asset Allocation
Tepid Turnaround Seen for Alts, Once Investors’ Darlings
AUM growth decelerates and fundraising softens, Preqin reports.
Research
Why a Slowdown Might Not Be Too Bad, CIOs Say
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.