Posts by THE LEAD
Private Debt Intelligence – 9/23/2024
Direct lending drives private debt growth [wpdm_package id=’72360′] Read more in Preqin’s Insights+ Report: Future of Alternatives 2029. Fund managers…
Read MoreAhead of the Curve
The size of the Fed’s first rate cut in over four years – 50 bps – surprised analysts. Source: The…
Read MoreDownhill From Here
One of the unalloyed joys of our job these days is around Fed meetings. We’ve known for four years this…
Read MoreWhy so sensitive?
As we head to our end of summer break, let’s reflect on three things that will not change. First, rate…
Read MoreAsking for Directions
Since early July public equities have seesawed between recession worries and confidence. Source: FactSet(Past performance is no guarantee of future…
Read More“That’s the 162”
We admit to a weakness for sports metaphors, particularly baseball. Perhaps it’s how happenings in the national pastime so often…
Read MorePrivate Debt Intelligence – 9/9/2024
Investor sentiment towards private debt remains strong [wpdm_package id=’72286′] Read more in Preqin’s: Trending Data: Investor interest grows in private…
Read MoreLetter from London (Second of Two Parts)
These partnerships are helping to drive the growth of the DC market, which is expected to rise to about £1…
Read MoreLetter From Milan
When it comes to private capital, institutional investors in Italy have an increasing variety of options. Exposure to US private…
Read MoreArrivederci, Roma
Consumers in Italy reported a drop in confidence last month. Source: The Daily Shot(Past performance is no guarantee of future…
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