Fixed Income Allocations for 2025 and Beyond (Mawer IM)
Credit valuations appear elevated, global debt levels are high and rising quickly, and persistent fiscal…
Fixed Income and Treasury
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TalkingPoints: Democratization of Bond Markets and FI Indexing (S&P Dow Jones Indices)
This paper explores the evolution of bond markets and the role of fixed income indexing in providing liquidity,…
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Howard Marks - Navigating Private Credit (Capital Allocators)
Our conversation covers Howard's journey from his early days in finance to his current insights on the evolving…
NAV or Never: Modeling LP Returns with and without a NAV Loan (Felicitas Global Partners)
The NAV lending industry is growing incredibly fast: In 2023, transaction volume was $44 billion with expectations…
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Complex fixed income markets offer plenty of rewards
In their 2025 fixed income outlook, Morgan Stanley wrote: "the fixed income landscape...
Monthly Chart Pack: 25 years of financial history - private debt edition
Looking back at events that shaped private debt
This month's chart pack takes a detailed look at…
2025: A pivotal year for credit markets?
Will bonds do well under Trump 2.0? Or maybe alternative credit will...