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 options to turn to for financing…
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 means markets will continue to be volatile. With that in mind, we believe that infrastructure can offer key attributes—downside protection, low correlation to markets, potential protection against inflation—for investors deploying capital today.
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 capital markets are still volatile. Although we don’t believe that price volatility is fully behind us yet, we see three specific pockets of opportunities in the US real estate market in the new year and beyond.
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…
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, employment…
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…