FEATURED NEWS
Certain uncertainty
In his annual outlook, Piers Hillier, CIO of RLAM, delves into the potential developments for the year ahead, from the persistent challenges of inflation and market volatility to the transformative impact of artificial intelligence and the political shifts in the US and Europe.....
Prime opportunities within direct lending
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed....
LocalTapiola’s Private Markets Allocations
Local Tapiola´s Director of Private Equity & Private Debt, Tero Pesonen, talks to us about tactical allocations and how a broader mandate, with more flexibility, allows for a wider collection of return drivers and better diversification......
Pure Play Bank Risk Sharing and Regulatory Capital
Whitecroft argue that bank risk sharing (also known as SRT) could deliver returns as good or even better than high yield or leveraged loans, but with a portfolio of mainly investment grade assets. The market is booming but deal selection is key....
Private credit: Europe vs the US
Investors’ appetite for private credit shows no signs of abating, with estimates suggesting it will double in value over the next five years. But within the asset class, choices need to be made. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
Small caps riding the AI wave
The rapidly spreading use of artificial intelligence is even further and more dramatically intensifying the demand for powerful semiconductor chips. But how does the increased use of artificial intelligence impact the semiconductor sector and what risks and opportunities does it provide to small-cap companies in particular?
TUTORIALS & GUIDES
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