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
Why there’s a divergence between sentiment and the data when it comes to markets.
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
The policy environment remains critical for commercial real estate, but outlooks vary by sector.
Infrastructure
A more pronounced policy shift could serve as a major infrastructure catalyst.
Insurance asset management
Current markets offer opportunities for insurers to maintain quality while increasing income potential.
Retirement plan solutions
Diversification and yield enhancement becoming increasingly important for plans’ fixed income portfolios.
