The Investment Portfolio’s Swiss Army Knife: Adding Private Credit to Portfolios for US Investors
We view private credit as an underused and effective tool that can help a broad array of investors meet their objectives.
Authored by: Adam Perez
Hedge Fund Update: Second Quarter 2020
In this quarter’s update, we discuss prospects for a coming wave of defaults and bankruptcies, as well as the potential opportunity set for credit-focused hedge fund managers.
Hedge Fund Update: Third Quarter 2019
Third quarter 2019 proved to be the most challenging of the year for many hedge fund strategies. In this quarter’s edition, we discuss recent credit market developments and key sources that contributed to the challenging environment for credit-focused hedge fund strategies.
Hedge Fund Update: Second Quarter 2017
Major hedge fund strategies diverged in performance in second quarter 2017. In this edition, we examine the progress in the long/short equity space and challenges in the macro landscape.
Will Europe and Italy Reach an Agreement on the Fate of Italian Banks?
With serious political risks and the possibility of contagion if left unresolved, a solution to the Italian banking crisis that avoids substantial hits to bank bondholders and creditors is likely.