2023 Top 500 ranking: 19
Worries over interest rate, inflation and economic growth have been rattling financial markets yet demand for private credit has continued to grow. Randy Schwimmer explains why the trends that are expected to emerge should accelerate this demand either further.
A winning investment strategy in this environment calls for getting off the sidelines and positioning portfolios for attractive late-cycle opportunities while they’re still in play.
Even as traditional fixed income yields appear more attractive, institutional investors continue to explore alternative credit asset classes as a way to potentially improve the risk/return profile of their portfolios.
The U.S. Treasury yield curve steepened as the U.S. Federal Reserve indicates a pause at the November meeting. The market has essentially priced out any chance of a November hike and is pricing in only a 20% likelihood of a December rate increase.
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