Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The tech sector today has significantly evolved from the dotcom era.
New developments around pharmaceutical tariffs and U.S. drug pricing reform suggest the hit to the biopharma industry may, over time, be less than feared.
During a recent site visit in Wyoming, US, Portfolio Manager Tal Lomnitzer discovers a leader in US uranium production, combining environmentally responsible mining with strategic growth to support the energy transition.
Exploring the potential interplay between government and corporate debt levels.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Weakness is U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.