Actionable Investment Opportunities
For certain clients we recommend increasing allocations to mid-term US government debt and engaging more in secondary private equity transactions. In private investments, we highlight the potential of senior direct lending and asset-backed credit solutions, particularly for middle-market borrowers,
Alternatives & Private Investments
Private equity reported a 6.2% rise YTD, reflecting solid performance despite broader market challenges. The discussion covers hedge funds, real estate, and private credit markets, highlighting evolving investment valuations and strategic entry points in the current economic climate.
