The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and credit investors and lenders?
The Middle East conflict and its uncertainties, together with a shaky job market, challenge risk assets and growth. Vigilant of the risks on all fronts, we remain constructive in our positioning.
There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean into these forces and invest selectively than to be paralyzed by them.