George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
When a company needs a big loan to buy a competitor or fund a major project, they traditionally go to big banks or sell bonds on the public market. Private credit funds changed this process, allowing for more streamlined borrowing. Private credit funds act as the bank, lending money directly to companies in bespoke deals.
It would appear that the alternative investment industry has the complete focus of the SEC, and it is not hard to see why. Attracted by the high return potential and uncorrelated nature of many alternatives, sophisticated investors from significant pension plans, sovereign wealth funds, family offices and high-net-worth individuals have significantly increased allocations to the asset class over the last few decades.
