Articles
Market Insights - 3 min
Fed June Meeting: Breaking The Stalemate
The next Federal Open Market Committee (FOMC) meeting is scheduled for June 11-12, 2024, and is widely expected to see rates held at their current level of 5.25%-5.50%, where they have been since July 2023. In this article, we dive into the underlying data and attempt to sift the market facts from the market sentiment
Jun 2, 2024
Market Insights - 3 min
Embracing the Power of Private Markets: A Strategic Shift in Investment Approach
In a recent interview, Marc Rowan, CEO of Apollo Global Management, revealed that 80% of companies generating over $100 million in revenue are private. This number calls for a thorough reevaluation of the traditional focus on public equities, particularly when considering the vast landscape of investment opportunities offered by private markets. These markets provide a distinct avenue for investors seeking long-term growth and value creation.
May 26, 2024
Market Insights - 3 min
Welcoming Back the ‘Old’ Normal: Opportunities in a High Interest Regime
In 2022 inflation reached levels not seen since the early 1980s. Naturally, the immediate priority has been to bring this inflation down. While runaway inflation has been avoided without (so far) triggering a recession, there is a growing sense that higher-than-target (i.e. >2%) inflation and, by implication, higher interest rates, are here to stay. The implications of this are profound. In this article, we examine how investors can not only plan for an era of higher rates and inflation, but also how they can benefit from it.
May 5, 2024
Market Insights - 3 min
A Bump in the Road: What Will the Fed Do Next?
At the start of the year, the Federal Reserve could look back with satisfaction on its progress in the fight against inflation. The first three months of the year, however, have cast doubt as to whether the fight has been won, or is even in the final stages. Currently, the market is abuzz with speculation about when, and whether rates will go down this year. How can we make sense of this as investors?
Apr 23, 2024
Market Insights - 3 min
Interest Rates vs. Private Equity: Winners and Losers
In 2022, inflation worldwide reached levels that had not been seen for decades.
Apr 9, 2024
Market Insights - 3 min
The Outlook for Private Credit Markets Remains Promising
The private credit sector is gearing up for a strong year ahead, with an increasing flow of opportunities that appeal to investors in various industries.
Mar 25, 2024
Market Insights - 3 min
Private Equity Poised for a Potential Rebound in 2024
The year 2024 is shaping up to be a pivotal one for private equity, as the sector anticipates a more favorable investment climate. This optimism stems from expectations of decreasing borrowing costs and a renewed interest from lenders in the market. With substantial cash reserves and more grounded valuation expectations, private equity is set to experience a significant upswing.In contrast, 2023 was a challenging year for private equity, marked by the toughest conditions seen in over a decade. Global central banks' extended period of interest rate hikes, coupled with economic and geopolitical uncertainties, posed significant hurdles. However, the landscape in 2024 appears more promising. This article aims to discuss the key reasons leading to the positive outlook for the sector.
Mar 20, 2024
Market Insights - 4 min
March Fed Decision: The final mile is the hardest
At its last meeting, the Federal Open Markets Committee (FOMC) once again held interest rates steady at 5.25% to 5.5%, where they have been since August last year.The latest statement removed language about potential additional hikes, which was a reassuring sign. However, speculation continues as to when the decision will be made to return rates to a lower level. In this article, we examine the latest data and commentary from the decision-makers.
Mar 13, 2024
Market Insights - 4 min
January Meeting: Hope versus Caution
In its December meeting last year, the Federal Reserve (“the Fed”) voted to hold rates at 5.25%-5.5% for the third successive session. Speculation is now rife as to when and if the Fed will begin to cut rates again.
Jan 24, 2024