巿场分析
文章 | 三月 2026
Diversification Without Complication: The Case for Global Bonds in 2026
- Global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures.
文章 | 三月 2026
Why the Software Sell-off Doesn’t Tell the Whole Story
- 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?
Disruptive Forces in Investing | 三月 2026
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
- (20:53) In this episode, we break down the growing pressure on BDCs and private credit, how AI disruption is forcing a repricing of software company capital structures, and what the Middle East military conflict means for oil, inflation, and the Fed.