Recently I’ve been getting a lot of emails and newsletters telling me not to worry about Private Credit. So I’ve started worrying about Private Credit. Private capital has raised trillions over the past decade – it is hard to be accurate given its nature. The major asset classes are private equity, private credit, venture capital,Continue reading “Is There a Bubble in Private Credit?”
Tag Archives: Liquidity
Are Investment Funds getting too Big?
One trend that has been persistent, protracted and powerful in the Asset Management industry is consolidation. And it’s not just the mega deals. Mergers, acquisitions and restructurings have been an ever present feature, on both buy-side and sell-side, at all points on the size spectrum. Recent names in the headlines include Franklin Templeton, Liontrust, Crux,Continue reading “Are Investment Funds getting too Big?”
Tradewinds 