Marquette Associates
5,623 followers
- Report this post
Interest in #privatecredit has grown considerably in recent years and the asset class has moved from a relatively small or non-existent allocation in institutional portfolios to a multi-trillion dollar market accessed by a wide variety of investors. Demand for private credit remains high, but the rapid growth of this space has sparked debates about potential bubbles and whether underwriting standards have diminished given intense competition among lenders. However, recent survey results indicate that underwriting standards may actually be more conservative today than in prior years, highlighting increased caution with regard to both borrower leverage and required levels of equity within borrower capital structures. Read on in our #chartoftheweek by Chad Sheaffer, CFA, CAIA: https://lnkd.in/gJHPuzPu
23
To view or add a comment, sign in
More Relevant Posts
-
Marquette Associates
5,623 followers
- Report this post
Tomorrow, Matthew Nowak, AIF® will be speaking at Retirement Income Conference in Chicago: Solutions for the Decumulation Phase. Matt will be joining a panel entitled, “Customizing Engagement in order to Boost Retirement Readiness,” discussing target group identification, personalization, and how to establish a framework for evaluating retirement income preferences.https://bit.ly/MNpi2024
18
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
This morning, Sarah E.R. Wilson and Brad Hampton will be presenting “Overview of the PA County Database & Reassessing Portfolio Objectives” at the County Treasurers’ Association of the Commonwealth of Pennsylvania’s 75th Diamond Jubilee Annual Convention. https://bit.ly/MAIctap2024
26
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
Tomorrow, Nat Kellogg and James Torgerson will be speaking at Nuveen, a TIAA company's Alternatives Summit 2024 in Chicago.https://bit.ly/MAInuv2024
64
2 Comments
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
Frank Valle, CFA, CAIAwill be representing Marquette at the consultant roundtables at the 47th Annual (AIMSE) Association of Investment Management Sales Executives Sales & Marketing Conference today and on a panel entitled, “Buying the Bull? Best Fixed Income Ideas in an Uncertain Market” tomorrow.https://bit.ly/FVaimse2024
59
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
Tomorrow, Jessica Noviskis, CFA will be speaking at With Intelligence - Women's Summits' Women's Private Credit Summit in Chicago, moderating a panel entitled, “View From the Field: Where Does Private Credit Go from Here?” https://bit.ly/JNwiPC2024
35
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
In the years following the Global Financial Crisis, issuing new debt was an easy decision for companies looking to raise capital given an environment of historically low interest rates. That said, decisions related to the composition of corporate capital structures are now less straightforward due to seismic shifts in monetary policy that have taken place in recent time. To that point, our #chartoftheweek by Tom Neuhardt compares the yield-to-worst of the Bloomberg U.S. Corporate Bond Index, a proxy for the cost of debt, to the earnings yield of the S&P 500 Index. Read more here: https://lnkd.in/gW8JCQUN
14
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
Kris Katarski will be moderating a private markets panel at Markets Group's Michigan Institutional Forum this afternoon in Detroit. https://lnkd.in/dss_e4Rn
65
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
Catch Managing Director Kweku Obed, CFA, CAIAat the National Association of Securities Professionals’ (NASP) 35th Annual Financial Services Conference in Atlanta this week! Kweku will be moderating a panel entitled, “Beyond the Benchmark: Generating Alpha in Traditional Asset Classes,” at the conference tomorrow. https://bit.ly/koNASP2024
30
Like CommentTo view or add a comment, sign in
-
Marquette Associates
5,623 followers
- Report this post
Throughout history, the state of the domestic #labormarket has typically served as a reliable indicator of the overall health of the U.S. economy. To that point, while the labor market has remained largely robust in the last few years, the most recent Job Openings and Labor Turnover Survey (JOLTS) from the Bureau of Labor Statistics may cause some observers to question the extent to which the employment landscape is deteriorating. Specifically, job openings in the U.S. decreased in April for the second consecutive month according to the report, falling by roughly 300,000 to just over 8 million. This figure represents the lowest level since February 2021 and equates to just over 1.2 job openings per unemployed individual (down from 1.3 in March). Read on in our #chartoftheweek by Andrew Taylor: https://bit.ly/JOLTScotw
12
Like CommentTo view or add a comment, sign in
5,623 followers
View Profile
Follow