Why Private Credit Now, Cont’d

The clock is ticking on interest rate hikes. Who will win the inflation fight: the Fed with a soft landing, or a recession with a hard one? The answer could either push buyers deeper into private credit, or reinforce indecision…

▶︎ Read Nov 14 2022 newsletter: here

▶︎ Chart of the Week: here (by WSJ, Leuthold Group)

(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)