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Market Outlooks
MarketScapes; Conditions Appear Favorable for Distressed Credit Investing
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As some companies face refinancing at higher rates, defaulting on their debt becomes an increasing possibility. We uncover how this could lead to attractive returns for the private distressed market.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Policy and Regulatory Commentary
Finance, Crypto Industries Lose A Key Ally In Congress
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What Is On Chair McHenry’s Must-Do List?
Market Outlooks
Weekly Investment Commentary: Time for stocking up on defensive positions
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Three kings who traverse afar, three ships that come sailing in and three spirits on a mission to redeem the miserly Scrooge — ’tis the season of threes.
Policy and Regulatory Commentary
What Does The Money Tell Us About the 2024 Elections?
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What fundraising and voter enthusiasm may foretell about next year’s presidential election.
Market Outlooks
Weekly Investment Commentary: Privately protect against economic erosion
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One investment area to consider is private credit, where deal flow has picked up materially over the last couple of months.
Market Outlooks
Weekly Investment Commentary: A bumper crop of portfolio potential
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Over the river and through the woods to consistency we go. Historically an effective hedge against inflation, real assets appear well-suited to the current macro backdrop.
Market Outlooks
Weekly Investment Commentary: Stronger earnings point to emerging opportunities
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The EM landscape isn’t monolithic, but we’re finding opportunities among economies where growth is outperforming expectations, while exercising caution toward those with sluggish macro conditions or thorny idiosyncratic risks.
Market Outlooks
Weekly Investment Commentary: Where to allocate as the Fed hesitates
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Cause for pause: Economy grows, inflation slows. Equity and fixed income markets rallied in the wake of last week’s U.S. Federal Reserve decision to keep its benchmark fed funds rate unchanged for the second meeting in a row.
Market Outlooks
The Fed remains on hold, but proceeding carefully
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Why There’s Little Cushion to Absorb an Oil Shock
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Beyond the human tragedy unfolding in Israel, we acknowledge the risk of escalation in the region and what it could mean for oil prices.
Market Outlooks
Weekly Investment Commentary: Real estate is yielding opportunities
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Commercial real estate has faced more than its fair share of headwinds since the beginning of the Fed’s current cycle.