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Expectations of 2024 rate cuts are already factored into base lending rates, according to market watchers.
Technology companies continue to outperform, with year-on-year growth of 37 percent, but the index shows strong numbers across all sectors.
A new white paper also finds opportunities in the troubled waters, but only for ‘transformational capital’.
Regulatory pressure is curtailing banks’ willingness to lend and playing into the hands of non-banks, says Charlie Perer of SG Credit Partners.
In a split-screen moment, defaults are down but speculative defaults are up. Moody’s forecasts spec default rate will peak at 4.7% in early 2024.
Private credit has grown significantly since the last market crisis. There are those who think it now poses a wider threat to financial stability.
Fund managers are celebrating their good fortune when it comes to new transactions, while also fearing what might lie ahead for their existing portfolios.
valuation
The asset class was responsible for adding 1.6m jobs and $137bn in wages and benefits to the US economy in 2022, according to the report.
Fasten your seat belts: it could be a bumpy ride, as high interest rates meet the need to deploy dry powder.
Germany city T9
Historical trading activity and higher-than-average investor allocations have brewed a 'perfect storm' in the country's real estate market.
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