Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
Debt and Credit Outlook
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Macro Insights Q1 2025: Short-Term Volatility vs. Long-Term Impact (Fisher Investments)
The global economic expansion and equity bull market are expected to continue in 2025. While the U.S. presidential…
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Why Governments Are 'Addicted' to Debt (FT)
Developed economies around the world are loaded up with debt. This film examines what some are calling the biggest…
Private Debt: Weathering Rising Interest Rates (Cliffwater)
We characterize senior secured direct lending as “All Weather”1, because covenant protections, amendment fees, and…
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CIO reading list: March 2025
From geopolitics to Warren Buffett's latest letter
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