Welcome to SLC Management’s investment outlook for the mid-year point of 2024. Learn more about what our investment teams and solutions providers expect for public and private fixed income, real estate, infrastructure, insurers and retirement plans.
Steve Peacher
Executive Chair
SLC Management
Dec Mullarkey
Managing Director, Investment Strategy and Asset Allocation
SLC Management
Rich Familetti
CIO U.S. Total Return Fixed Income
SLC Fixed Income
Linda Kong Ting
Senior Director and Credit Analyst, Asset Management
SLC Fixed Income
Explore how insurers are using private real estate lending to seek yield, diversification and capital efficiency amid shifting fixed-income markets. In this AM Best webinar, sponsored by SLC Management and BGO, speakers discuss portfolio fit, the evolving risk and regulatory landscape and where opportunities may be emerging.
Looking deeper into liquidity, AI factors in the market
Issuance momentum carried into the beginning of the year, with notable year-over-year volume increases for the quarter. Meanwhile, continued headline focus on specific corners of stress in private credit, plus secular issues related to AI, have created conditions in which deeper analysis of this investment universe could generate opportunities.
Tuning out the white noise in private credit
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.
