Infrastructure Debt: Essential & Evolving
In addition to potential downside protection, diversification, and enhanced yields, the “essentiality” of infrastructure debt underscores its appeal throughout the economic cycle—but a clear strategy is crucial to identifying the best relative value.
Global Private Credit
In 30+ years of managing private credit, we have learned that a disciplined approach and a truly global platform are key to performing through economic cycles.
2024 Outlook Public Fixed Income
With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.
Small Caps: Why Active Management Matters
The size and diversity of the small-cap universe, combined with a lack of sell-side research, presents a compelling opportunity for active managers with strong, bottom-up stock selection capabilities.
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