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.
Asymmetric returns: Managing downside for greater upside
With cash yielding 5%, the allure of asymmetric returns has become even more compelling. We explain why, in today’s high-risk-free-rate environment, the value proposition of alternative investments is stronger than ever.
The diversification dilemma
Traditional diversifiers are offering little to no reliable downside protection. Low-correlated alternative investments may provide a solution.
The middle ground: Balancing fear, greed and returns with middle market private equity
Why the U.S. middle market continues to offer private equity investors a more attractive opportunity set versus the large and mega cap market
10 for ’23 Review
Chief U.S. Economist Lara Rhame looks back at her 10 for ’23 predictions and grades how accurate those forecasts were.
10 for ’22 Review
Chief U.S. Economist Lara Rhame looks back at her 10 for ’22 predictions and grades how accurate those forecasts were.
