Content (694)
-
White papers
Preparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
-
White papers
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?
-
Podcast
Steve Eisman: From The Big Short to the Long Way Home
In 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded.
-
White papers
Un Pas à Droite?
Midway through a record-breaking year for elections, we have just been given another—and it is potentially among the most important.
-
White papers
Are U.S. and European Bonds About to Break Ranks?
The two markets have marched in lockstep for several months, setting up the potential for attractive relative-value and dispersion trades.
-
White papers
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
-
White papers
Specialty Finance: High-Yielding, Short-Duration and Uncorrelated Private Credit
The underlying assets, bespoke structuring and market dynamics of Specialty Finance can complement a traditional private debt strategy.
-
White papers
Spotting Hidden Extension Risk in Corporate Hybrids
Failure to call a hybrid at the first opportunity is rare but, if realised, can be negative for investors—can we identify the telltale signs of heightened risk?
-
White papers
It All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
-
White papers
The Changing Asian Landscape – Part 3: China Takes It Slow
The world may want higher growth, but Chinese policymakers are employing a balanced approach.
-
Podcast
Consumer Dynamics Amid the Credit Crunch
M&A financing continues to translate into supply opportunities in the investment grade market. With companies like Home Depot and Johnson & Johnson recently announcing multi-billion-dollar acquisition deals, we believe there is a $100 billion pipeline of announced deals over the course of 2024. However, the consumer retail space has simultaneously begun to slow down.
-
White papers
Buyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
In a keynote interview conducted by Buyouts, Tristram Perkins, Ben Perl, and Victor Ko discuss how liquidity challenges seem to be fueling secondaries dealflow, presenting compelling opportunities for buyers.