Why the Euro High-Yield Market May Be Worth the Risk
Meanwhile, the amount of distressed debt is small and is concentrated in the low single B/CCC part of the market, so we don’t expect it to become a systemic concern. For the
Private Credit Outlook: Expanding the Universe
Experienced managers can effectively dimension and compensate investors for the risk of potential losses, including by purchasing loan portfolios at a discount or building in certain protections. For example, a manager might
Deloitte’s 2025 Sports Investment Outlook
Sports M&A activity in 2025: Deloitte’s outlook
The first wave of private equity exits As we look to 2025 and beyond, we anticipate the first significant wave of PE exits, marking
Seeking Stocks with Vitality in the Volatile Healthcare Sector
Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. As a result, the sector’s share of the MSCI World benchmark shrank to
Five Questions to Ask About Quality in Equity Portfolios
However, returns of high-quality equities tend to lag during early-recovery phases. In that stage of the cycle, we often see a rally of lower-quality stocks, also known as a dash-to-trash rally. This
In Conversation With… William Marshall: Retirement realities & investment insights
In this episode of ‘In Conversation With…’, Kimberley Dondo talks with William Marshall, CIO and head of wealth investment at Hymans Robertson Investment Services. They explore key topics such as sequencing risk,
El Salvador’s economic evolution: Investment insights and opportunities
On Wednesday, December 4 at 10:30 a.m. ET (9:30 a.m. CST) the Atlantic Council’s Adrienne Arsht Latin America Center, in partnership with the Development Bank of Latin America and the Caribbean (CAF),
Longer Term Challenges around Productivity, Investment and Competitiveness – Scottish economic insights: October 2024
Longer Term Challenges around Productivity, Investment and Competitiveness The recent succession of shocks to the economy arising from the pandemic and high inflation has resulted in significant volatility in short term indicators.
Why Bother with Defensive Equities During the New Trump Era?
Meanwhile, growth stocks are much more expensive versus the broad market than they were in 2016. At the same time, defensive stocks—represented by the MSCI USA Minimum Volatility Index—are trading at relatively
Ex-BlackRock marketing exec joins FinTech Markets Recon
FinTechAppointments Investment insights FinTech Markets Recon has added former BlackRock marketing director Stephen White as a co-founder. White will promote its investment research and insights platform for institutional and professional investors. There
Seeking Stocks with Vitality in the Volatile Healthcare Sector
Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. As a result, the sector’s share of the MSCI World benchmark shrank to