Viewpoints

Trevor Slaven joins the podcast to discuss the rationale for and conclusions of his recent piece, Replacing Equity Beta with High-Carry Credit.

High yield bonds and loans remain well supported by resilient fundamentals and strong demand, with attractive all-in yields continuing to drive investor interest even as spreads remain tight. At the same time, rising dispersion continues to reinforce the importance of disciplined credit selection and a focus on higher-quality opportunities.

Korean equities have rallied strongly since 2025, driven by AI and advanced technology demand that has lifted earnings expectations, particularly for semiconductor leaders. Beyond tech, improving governance, shareholder-friendly reforms, and broader opportunities support the investment case.

As the U.S. marks its 250th anniversary, we look at one of the country's most enduring features: its ability to attract capital, fund innovation and adapt as new sources of growth emerge.

In this Q&A with Infrastructure Investor, Pieter Welman discusses the resilience of infrastructure debt and the factors driving increased investor demand and market evolution.

With U.S. equity valuations elevated and fixed income yields attractive, investors may be better served replacing portions of broad equity exposure with high-carry credit over the next three to five years.

Infrastructure debt is entering a new phase of growth, shaped by structural mega-trends and evolving energy needs, as discussed in this Private Debt Investor Q&A with Pieter Welman.

In this Private Debt Investor podcast, Dadong Yan and Matt Hansford explore why portfolio finance is gaining attention as investors seek attractive risk-adjusted returns, greater flexibility and new sources of capital.

Direct lending has been in the spotlight for much of this year, which begs the question: what's really changed? And maybe just as importantly: what hasn't?