Joe Zidle

While public credit markets have endured drawdowns and dislocations, private credit has functioned as intended

Today, the case for allocating to private equity is particularly strong, given current valuations of public markets and projected long-term returns

FINDING opportunities over the past 18 months has been anything but easy.

Data centres are poised to thrive in the present and future of an AI-driven world

Positioning a portfolio to weather higher-for-longer interest rates remains important

The US is unlikely to return to a low-rate/low-inflation environment in the short term. Investors need to consider new tools in their pursuit of attractive risk-adjusted returns

Easy financial conditions of the past created the longest and strongest bull market in history. But that has changed, and investors will need to reconsider their portfolios