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Joe Zidle

Bond market volatility, once rare, is becoming routine as a result of policy uncertainty.

As interest rates normalise, private credit can help portfolios

Portfolios require a distinct set of alpha drivers to achieve outperformance while also controlling for risks. Private markets are a potential solution.

A fresh look at macro conditions, portfolio drivers and the role of private markets

Higher interest rates bring higher investment yields but place pressure on borrowers. In such circumstances, senior lenders are in a safer position.

COMMENTARY

Private credit, meet higher-for-longer

Generative AI rely heavily on substantial computational power, robust data processing capabilities, and extensive storage capacities -- all of which will drive increasing demand for data centres.

THE BROAD VIEW

A real-world investment in the age of AI

FILE PHOTO: An eagle tops the U.S. Federal Reserve building's facade in Washington, July 31, 2013. REUTERS/Jonathan Ernst/File Photo

COMMENTARY

Waiting on a Fed pivot can lead to missed opportunities

Tight labour markets in the US continue to drive elevated wage growth.

COMMENTARY

Playing the hand that markets deal

Electrical lines running through a neighborhood in Austin, Texas. Underinvestment in infrastructure is set to exacerbate inflationary pressures.

‘Don’t fight the Fed’ takes on new meaning

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