This content is from: Corner Office A Mix of Luck and Skill Helped Investcorp Avoid Bull Market Pitfalls — And Now It’s Putting Money to Work “There is a lot of cautious capital sitting and waiting,” says Mohammed Alardhi. By Julie Segal November 30, 2022
This content is from: Portfolio The Premium in Private Credit Has Disappeared. That’s Not Stopping Allocators. The war in Ukraine marked a turning point as high-yield issuance came to a halt and private equity turned to direct lenders to fill the void. By Julie Segal November 23, 2022
This content is from: Portfolio No, That’s Not What Jerome Powell Just Told You! JPMorgan’s Bill Eigen Warns Investors Not to Jump Back Into Fixed Income. “All I do is just listen to the Fed, and I believe them,” says the manager of the Strategic Income Opportunities Fund. By Julie Segal November 11, 2022
This content is from: Portfolio Investors See Opportunities — and Risks — of a Lifetime ‘It’s irresponsible to think of allocating to an asset class as a whole,” says JPMorgan’s Mary Erdoes. By Julie Segal November 04, 2022
This content is from: Portfolio Large Hedge Funds Have Outperformed This Year. So What? Don’t give up on small funds. They’ve still outperformed in 20 of the last 25 years. By Julie Segal November 01, 2022
This content is from: Corner Office How Institutions Game Benchmarks Richard Ennis argues that allocators are choosing a low bar to assess their performance, a practice that ultimately keeps active managers in business. By Julie Segal October 21, 2022
