Quick Hits | Inflation is High. Where Should You Invest?

May 20, 2022 | 2 Min Watch
Nayef Perry
Head of Direct Credit
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Featured Insights | 4 Min Read
Does High Inflation Have You Confused About Where To Invest?

Inflation is sending investors across the public and private markets mixed signals, leaving them searching for direction on what asset classes or strategies might prove to be a safe harbor. One such strategy is private credit.

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Insights | 6 Min Read

Europe’s Energy Shock: Higher Prices, New Risks and the Infrastructure Response

Europe’s energy security is being reshaped by geopolitics, LNG dependence and infrastructure constraints. This analysis explores risks, resilience and investment implications.

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Insights

Weekly Research Briefing: Finger Licking Good

The Venn diagram between hands on barbecue eaters and active investors is colliding this week and both groups are reaching for more napkins. While the grills are firing up and the sauce is being prepared, equity stock correlations are moving to historic lows. This means macro investing strategies should move to the back burner while the active company investment specialists take over.

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