An Investment Framework for Enhanced Portfolio Diversification
We believe that private credit will continue to play an important role in portfolios for 2024, albeit in a somewhat different capacity
Read the ArticleWe believe that 2024 may be among the more interesting vintage years for new funds
Read the ArticleInvesting involves risk, including risk of loss. Past performance is no guarantee of future results. The asset classes discussed have varying degrees of risk. The investment and research process described herein may change over time. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Alternative investments, like private equity, private debt and hedge funds, are speculative, involve a higher degree of risk and are generally subject to less regulation than traditional investments. Investments in fixed income securities are subject to credit, liquidity, prepayment, and interest rate risks, any of which may adversely impact the price of the security and result in a loss. The municipal market is volatile and can be significantly affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Commodity-related investments are subject to additional risks such as elevated commodity market volatility, investor speculation, interest rates, weather, tax and regulatory developments.
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