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Showing 1–6 insights out of 14 results
Research report

Is private credit a bubble?

Private credit has grown in both size and breadth, prompting questions around the risks of the asset class and whether it could represent a bubble. We address those concerns in this note.

image of a bubble
Research report

Q2 2024 3D Report: Prett-ay, prett-ay, prett-ay good

Ask an investor how they’re feeling and they’re likely to echo the wary positivity of Larry David’s famous line on “Curb Your Enthusiasm”—“prett-ay, prett-ay, prett-ay good.”

Research report

Awakening: The rise of private debt

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.

Private debt Cooling Dunes, Death Valley
Research report

Q1 2024 3D Report: The really big thing

There are periods when knowing many things and skillfully implementing them is the main source of alpha, but that hasn’t been the case since the financial crisis.

Research report

Q3 2023 3D Report: The real world

The Treasury Department’s issuance of a significant amount of debt in July caused a profound shock to bond markets and left investors questioning the U.S. fiscal position.

Research report

Q2 2023 3D Report: Do LEIs lie?

Are leading economic indicators sending false signals? If not, then Houston we have a problem.

Showing 1–6 insights out of 14 results