Article: Economic Resilience and Rate Cuts Create Favorable Conditions for U.S. Stocks
Multi-Asset Perspectives

The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

November 14, 2024

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U.S. Leveraged Credit 2024 Outlook

January 23, 2024
Despite economic uncertainty and rising defaults, we believe leveraged credit in the U.S. continues to offer attractive return potential.

A Historical Opportunity in Small Caps?

January 17, 2024
Compared to their larger peers, small caps are at discounts not seen since the dotcom bubble, creating compelling opportunities in high-quality growth businesses.

Middle Market Lending: The Benefits of a Diversified Approach

January 16, 2024
Combining middle market loans with strategically sourced deals in private placement and project finance markets allows for a more diversified portfolio that has the potential to deliver returns that have been less correlated to economic cycles.

How AI Is Powering a New Era of Industrial Automation

January 10, 2024
While ChatGPT captured the public’s imagination, the staid manufacturing sector was already putting AI to work – potentially reaping more benefits than any other sector, according to McKinsey. Find out how tapping AI is a natural step in the evolution of industrial automation.

Capital Market Assumptions 2024

November 28, 2023
Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.
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