Actionable Investment Opportunities
Leverage a barbell strategy for short-term US and Canadian government debt, focusing on shorter maturities and 10-year US Treasuries. Private Credit offers strong returns with senior direct lending and increased demand for flexible junior capital. Asset-backed credit solutions see a rise as high-qua
Alternatives & Private Investments
HFRX Hedge Fund Index rose 0.5% in Q3, totaling 1.3% YTD. Convertible arbitrage strategies led, while office real estate faced challenges with increased defaults. Private equity shows positive YTD performance, but PE buyout values and exit activity are down. Venture capital remains stable, but down-