This content is from: Portfolio Richard Bernstein: Overreacting to Fixed Income Sell-Off Will Be Costly “Clearly the upside-downside has shifted, creating an opportunity for us that we have not seen in some time,” says RBA’s Michael Contopoulos. By Jessica Hamlin June 16, 2022
This content is from: Premium Sosin Partners Down Nearly 60 Percent in 2022 After surging more than 132 percent in 2020, the CAS Investment Partners hedge fund has been one of the worst performers through May. By Stephen Taub June 15, 2022
This content is from: Portfolio Even With Slowdown in M&A, Private Credit and Crypto Will Remain Hot While deals eased a bit in the first half of 2022, asset and wealth management volume didn’t hit rock bottom. By Jessica Hamlin June 23, 2022
This content is from: Portfolio King Street: Venture Debt Offers a Way Around Slowing Valuations Start-ups want to avoid “down rounds.” Credit manager King Street says debt — or growth lending — is one answer. By Alicia McElhaney April 19, 2022
This content is from: Portfolio GMO: It’s Time To Consider a New Approach To Emerging Market Debt Instead of relying on the traditional benchmark-led approach, investors can do better with a mix of alpha strategies. By Hannah Zhang June 02, 2022
This content is from: Corner Office How a Machine-Learning Program Finds Litigation Financing Deals Legalist founder Eva Shang goes deep on the firm’s “truffle sniffing” technology. By Alicia McElhaney May 10, 2022