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2025-02-20T15:40:00Z
For more than two years, inflation news was the prime mover of market prices; we think last week confirmed that a new dynamic is in play.
2025-02-20T13:04:00Z
Recent LP discussions reveal concerns about crowding and concentration in private credit, leading to a revaluation of exposure and portfolio metrics. In response, we aim to delve deeper into our diversification approach this quarter.
2025-02-17T11:59:00Z
“With persistent inflation and a resilient economy in the US, the Federal Reserve is in no rush to cut rates.”