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.
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.
“What I find particularly notable is the impact that possible divergencies in opinions, expectations and policy have had on the risks and opportunities faced by investors.”
Mid-year rate cuts notwithstanding, any path toward an economic soft landing may be data dependent.
Sentiment boosted with the possibility of lower rates.
Implications of a possible gap in long-term yields between Canada and the U.S.
A more pronounced policy shift could serve as a major infrastructure catalyst.
Are there pockets of opportunity in high yield and other non-IG asset classes?
Why insurers are looking more closely at alternative investments.
A number of identifiable, evolving trends could steer the direction of IG private credit.
Diversification and yield enhancement becoming increasingly important for plans’ fixed income portfolios.
Lending conditions could mean opportunities in the core middle market and lower middle market.
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.
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.
