Private Capital Amid Public Capital Scarcity
|October 6, 2022
Public capital allocation is governed by fast cash, so when money flows out of retail funds, it’s a headwind to deal activity. Private capital has long-term, locked-up funds. But in this period of uncertainty, managers are taking longer looks at risks versus opportunities…
▶︎ Read Sept 26 2022 newsletter: here
▶︎ Chart of the Week: here (by The Daily Shot)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Private Credit Defaults 101: Back to School
As Labor Day approaches, the unofficial end of summer is upon us. But, before we get too sad, there is also the familiar back-to-school energy.