Economy

Caisse de dépôt et placement du Québec's Mayans talks about how market turmoil is playing into the hands of private markets investors.

Our opening panel heard that a new environment is creating challenges but investors are still seeing private debt as a favoured option over public markets.

Is there systemic risk in private credit? And, if so, what are the chances of it spilling over into the broader economy?

Economic recovery has seen inflationary concerns return for the first time in more than a decade, meaning managers must prepare for future risks. But opinion is divided, with some believing deflation is a bigger long-term concern. By John Bakie and Robin Blumenthal

As the global economy begins to recover from the covid-19 pandemic, the old adversary of inflation returns. Allianz Global Investors' Emmanuel Deblanc looks at the impact on private markets.

The current debate about whether the inflation spike we are seeing is ‘transitory’ should be reframed as ‘reflation vs sustained inflation’, according to Commonfund’s Ryan Driscoll.

Earnings growth of mid-market private companies surged more than 16% in the first two months of the year, but there are concerns that fiscal and monetary stimulus in the US are creating 'very substantial risks'.

The Golub Capital Altman Index has clocked 16% earnings growth for the market in first two months of the year, but the firm's CEO says policy creates “very substantial risks” for the economy.

Debt markets are facing their toughest time since the global financial crisis, but developments in sustainable finance give reasons to be optimistic, according to Knight Frank's Lisa Attenborough.