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Global Perspectives

Dec 13, 2022

Regime Change: The Benefits of Private Credit in the ‘Traditional’ Portfolio

By Henry H. McVey, Racim Allouani

We continue to believe that, in the new macroeconomic regime we have entered, the positive correlation between stocks and bonds will likely be long-....

Dec 07, 2022

The Law of the Jungle

By Christopher A. Sheldon, Kevin McMahon, Kristopher Novell

As we engage with our investors during these uncertain times, we are often asked, “Where are you seeing the most attractive relative value opportu....

Sep 28, 2022

The Times They Are A-Changin’

By Henry H. McVey

During an overall great run for financial assets in recent years, the Endowment and Foundation community – by almost all measures – exceeded expec....

Aug 09, 2022

The Credit Sun Also Rises

By Christopher A. Sheldon, Kristopher Novell, Tal Reback

It would be an understatement to say that the second quarter’s volatility left global investors on the edge of their seats. Rising rates continued....

Aug 03, 2022

Consumer Tradeoffs

By Paula Campbell Roberts

Given the uncertainty in financial markets and the increased importance of the consumer sector in today’s economic environment, we are updati....

Jul 28, 2022

Credit Viewpoints: How the ESG 2.0 Framework Enhances Our Private Credit Investment Process

By Terry Ing, Jeannie Cho, William Needham

As outlined in our April Credit Viewpoints paper, the management of environmental, social and governance (ESG) issues is a rapidly evolving, increasin....