Why Private Credit Is So Darn Popular
Yields are high, and well-fixed institutions back them, but what happens in a recession?
Yields are high, and well-fixed institutions back them, but what happens in a recession?
Historically, when the sector’s P/Es are this high, its market performance flags over the next 12 months, per Jack Ablin.
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
AUM growth decelerates and fundraising softens, Preqin reports.
A host of macro problems leave PE fund investors with just small gains.
Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.
Marking a third straight period of losses, the index’s EPS suffered in financials, real estate, material, health care and energy, a survey finds.
Despite the investment loss, net transfers helped raise the Canadian pension giant’s asset value to C$575 billion.
Casting aside budget hawks’ concerns and inflation upticks, the firm applauds the industrial policy under the Biden Administration.
A report sees higher rates and a weakening economy pushing firms into bankruptcy or restructurings.
Morningstar says multi-family’s finances are even more precarious.
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.