Letter from Switzerland
|June 14, 2023
We conclude our current private debt world tour with stops last week in Geneva and Zurich.
As was the case with our previous visits in various overseas capitals, investors shared similar concerns about the world of volatile…
▶︎ Read June 5 2023 newsletter: here
▶︎ Chart of the Week: here (by Trading Economics)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Business of Private Credit: Coming Home
Much attention has been paid to the suitability of Matt Damon in the lead role as the wily Odysseus in this summer’s Christopher Nolan blockbuster.