3 articles from
'Nonsense and fiddlesticks': Making sense of the private credit mania
All strategies work – until they don’t. But while private credit may not be everything it's cracked up to be, the risks need to be weighed with a sense of...
Credit's day of reckoning looms as Goldilocks era comes to a close
Those that have made high returns by overpaying for higher-risk/lower-quality credit have been lucky, but credit conditions are unlikely to be as benign in the...
If you're buying a bull, buy a young bull
Basing an investment strategy on the goldilocks investment markets of the last 35 years gives rise to considerable risk, writes Michael Block, and now might be...