Chart of the Week: Ringgit in the New Year
Malaysia’s economy grew 5.1% last year, ahead of 2023; 2025 is tariff-dependent. Source: Department of Economics, Malaysia
Chart of the Week
Chart of the Week: Middle Market Breakdown
Despite other views, the middle market has three parts, each with their own features. Source: Churchill Asset Management
Chart of the Week: Comfort Zone
Australian credit spreads showing signs of bottoming out. Source: The Daily Shot, Topdown Charts, LSEG
Chart of the Week: Seven Year Switch
Private wealth investors expected to triple allocation to alternatives by 2032. Source: Bain & Company, GlobalData, Preqin, iCapital
Chart of the Week: Reverse Gear
After seven straight weeks of cash in-flows, high-yield funds showed out-flows. Source: Morningstar/PitchBook
Chart of the Week: The Shortest Month
After peaking last fall, leveraged loan returns dropped sharply in February. Source: PitchBook
Chart of the Week: Liquids Lag
Return performance of broadly syndicated loans consistently lags private credit. Source: Hamilton Lane, Bloomberg, The Daily Shot.
Chart of the Week: Working From Home
Slower M&A has extended time PE-owned companies in portfolios to ten-year high. Source: PitchBook
Chart of the Week: Home in the Range
The threat of tariff-triggered inflation should keep Fed Funds rates range-bound. Source: iCapital, Bloomberg, Federal Reserve.
Chart of the Week: Still Growing
The strength of the US economy since Covid is expected to continue this year. Source: iCapital, Bloomberg.