Private credit yield premium hits a four-year high
Private credit has traditionally offered a yield premium over public credit markets. It has widened meaningfully today. Spreads tell a similar story.
Public market sentiment cools as challenges mount
Individual and professional investors have grown notably more bearish in February. The U.S. middle market may represent a reason to be bullish.
The exit advantage of middle market private equity
While higher interest rates have challenged the private equity exit environment, middle market investors have experienced much less disruption.
Income will likely drive CRE returns again
As the CRE market reverts toward a more normalized environment, income-centric strategies could return to favor.
Middle market private equity: Growth at a reasonable price
Private middle market companies offer attractive growth at cheaper valuations than either large/mega-cap private firms or public equities.
As rates climb, 60/40 portfolio has lost steam
Expectations for a higher-for-longer rate environment have challenged equity and core fixed income markets, as this week’s chart highlights.
