What Does Moody’s Bad Outlook for 3 Key BDCs Mean for Private Credit?
Maybe not much. The business development company stock index has kept climbing, regardless.
Maybe not much. The business development company stock index has kept climbing, regardless.
Research firm overweights equities and bullion, amid pending rate drop.
Insurers who manage $13 trillion in the Americas and APAC see high returns in private credit, according to Goldman Sachs’ 13th annual global insurance survey.
As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.
Shrinking the central bank’s balance sheet has been ongoing for two years.
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.
Renewables won’t take over for a while, the world’s population is expanding, and emerging economies are growing.
Investors see the U.S. macroeconomic environment at its most encouraging to equities in years, according to S&P Global.
Dropping central bank rates will help a lot, with the 10-year Treasury total return rising as much as 13%, the firm contends.
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
Morgan Stanley’s Bluhm notes that lodging deal activity is picking up amid lowering rates.