Private Equity’s $3.8 Trillion Traffic Jam
For an industry built on velocity — buy, optimise, exit, repeat — private equity has found itself parked. For the fourth consecutive year, profits returned...
Tag: asset class
The Great “Devaluation Trade”: When Safe Havens Aren’t So Safe, and Risk Isn’t So Risky
Beneath the daily whiplash of financial markets, a deeper shift may be underway. Investors are quietly rethinking what safety really means — and how to...
Monetary policy divergences: towards a significant asset allocation shift
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...
Money market funds, the star of the year
Investors have added $128 billion to US money market funds since the beginning of the year, according to the Investment Company Institute. Corporations had a...