What’s covered
In the first half of 2024, we saw signs that the global macroeconomic environment, along with policies, markets and investor sentiment, may be undergoing a major shift. Check out what our investment specialists from SLC Management, BGO, InfraRed and Crescent Capital see for the rest of the year and beyond.
A letter from Steve Peacher
Macroeconomic outlook
Mid-year rate cuts notwithstanding, any path toward an economic soft landing may be data dependent.
Fixed income: investment grade
Implications of a possible gap in long-term yields between Canada and the U.S.
Fixed income: non-investment grade
Are there pockets of opportunity in high yield and other non-IG asset classes?
Private credit: investment grade
A number of identifiable, evolving trends could steer the direction of IG private credit.
Private credit: non-investment grade
Lending conditions could mean opportunities in the core middle market and lower middle market.
Real estate
Sentiment boosted with the possibility of lower rates.
Infrastructure
A more pronounced policy shift could serve as a major infrastructure catalyst.
Insurance asset management
Why insurers are looking more closely at alternative investments.
Retirement plan solutions
Diversification and yield enhancement becoming increasingly important for plans’ fixed income portfolios.
