Private credit outlook
Senior direct lending has returned 12.5% over the past year, among the top periods in the market’s history.
Private credit: Fundraising trends
Direct lending continues to be the preferred private credit allocation for institutions and individuals alike.
Private credit: The changing role of banks
Banks’ new role as partners to private credit is emerging amid headwinds in the banking sector.
Private credit: Implications of rate cuts
The market has priced in significant Fed rate cuts by mid-2025, which will reduce private credit’s yield. With inflation normalizing, however, real yields should remain attractive relative to history.
Is now the time to invest in high yield?
To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.
Beyond the core: Reassessing fixed income portfolios amid rising interest rates
Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.
