Welcome to SLC Management’s investment outlook for 2024. In this report, our investment teams and solutions providers discuss public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.
Markets and economies could experience a significant pivot in 2024. Read more about the views of our investment specialists from SLC Management, BGO, InfraRed and Crescent Capital for the investment landscape ahead.
“As we begin 2024, sentiment indicators and expectations continue to be a focus for investors, especially as discussions over potential peak interest rates heat up and impact market volatility.”
Expectations have shifted, and a “rolling recession” is a possibility for 2024.
We see a constructive landscape ahead for commercial real estate following recent challenges.
Geopolitical catalysts may play a role in risk asset returns.
Which thematic trends could drive infrastructure investments in 2024? Our specialists take a closer look.
The high yield market is poised to benefit from an eventual decline in rates.
Investors may see attractive opportunities in income-oriented alternatives, but risks remain given macroeconomic uncertainty.
Expectations are for a busy start to 2024 for private credit investors.
“LDI plus” solutions are increasingly popular in the market given a renewed focus on liability growth rates and rate risk.
Current conditions could leave borrowers increasingly looking to the flexibility of this market.
Placement volumes remained healthy in Q4 2025, powered by strong investor demand. This occurred despite an uncertain macro environment, and recent, highly public defaults in specific corners of the private credit universe merit a more comprehensive look at these asset classes.
Welcome to SLC Management’s investment outlook for 2026. In this report, our investment teams and solutions providers discuss public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.
Commercial real estate ("CRE") debt — and in particular, value-add lending — is an asset class that is historically underutilized by insurance companies. But there are compelling reasons for them to reconsider.
