Market Matters: June 30, 2024
Global equities advanced, with performance led by tech-heavy markets, including the United States and emerging Asia.
Global equities advanced, with performance led by tech-heavy markets, including the United States and emerging Asia.
Global equities rose modestly amid up-beat economic data.
On June 6, the European Central Bank (ECB) cut its main interest rates by 0.25%, becoming the first major developed markets (DM) central bank to cut rates.
Most asset classes rallied in May.
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
In today’s environment, we believe private investors and wealth families can benefit from private credit, positioning their portfolios for strong returns supported by protected assets and faster capital deployment than other growth assets.
This paper describes why we believe private credit can be attractive in any market, outlines the various sub-asset classes, and discusses the construction of a private credit portfolio and its implementation into a portfolio.
Global equities and bonds declined in tandem in April, driven by diminished prospects for Federal Reserve rate cuts.
This paper provides an update on recent developments in private credit and highlights several opportunities that investors should explore for the remainder of 2024.
Equity markets posted strong returns in Q1.