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Q2 2024 Corporate credit outlook: Drafting down the straightaway

Continued economic stability has fostered healthy fundamentals in most leveraged credit, but risks are accumulating in loans to lower-rated private borrowers.

Private credit attractive to sponsors and investors

Private credit has become PE sponsors’ primary source of financing for LBOs and M&A activity as the asset class becomes increasingly mainstream.

FireSide: Answering the burning questions around private debt – Part 1

Private debt is a rapidly expanding market that has become critical for the U.S. economy and an opportunity for investors. In Part 1, we discuss the fundamentals of the market and trends driving its growth.

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

Embrace alternatives or potentially be left behind

A new strategy note from Chief Market Strategist Troy Gayeski

Flat returns for core fixed income over five years

The Agg’s returns are flat since April 2019. Persistent inflation amid firm growth provides a challenging outlook for core fixed income.

The Takeaway with Troy Gayeski: Putting cash to work

Chief Market Strategist Troy Gayeski shares the latest in economic trends and market strategy, including why (and how) he’s redeploying cash.

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.”

As advisors redeploy cash, alternatives are in focus

Advisors expect to reduce their clients’ cash allocations this year. Alternatives, multi-asset and real asset investments are among the major beneficiaries.

The diversification dilemma

Traditional diversifiers are offering little to no reliable downside protection. Low-correlated alternative investments may provide a solution.
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