A Loan for All Seasons (Last of a Series)


Both veterans and newcomers to the asset class are familiar with the basics of private debt benefits. Thanks to its premium yield over liquid credit and consistent returns across economic, rate, and market cycles, investors have moved briskly into non-traded credit since the GFC…

▶︎ Read July 3 2023 newsletter: here

▶︎ Chart of the Week: here (by Nuveen (illustrates a hypothetical portfolio allocation across a broad selection of asset classes not reflecting any specific portfolio or financial market benchmark.)
(Past performance is no guarantee of future results.))

(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.)