Chart of the Week
What is a Tariff, Anyway?
Google searches for “tariff” hit a peak around Liberation Day but have trailed off since. Source: Google Trends
Read MoreDown Decade
Malaysia’s investment growth lags other ASEAN countries but shows signs of recovery. Source: Department of Statistics, Malaysia. Haver and respective…
Read MoreRinggit in the New Year
Malaysia’s economy grew 5.1% last year, ahead of 2023; 2025 is tariff-dependent. Source: Department of Economics, Malaysia
Read MoreMiddle Market Breakdown
Despite other views, the middle market has three parts, each with their own features. Source: Churchill Asset Management
Read MoreComfort Zone
Australian credit spreads showing signs of bottoming out. Source: The Daily Shot, Topdown Charts, LSEG
Read MoreSeven Year Switch
Private wealth investors expected to triple allocation to alternatives by 2032. Source: Bain & Company, GlobalData, Preqin, iCapital
Read MoreReverse Gear
After seven straight weeks of cash in-flows, high-yield funds showed out-flows. Source: Morningstar/PitchBook
Read MoreThe Shortest Month
After peaking last fall, leveraged loan returns dropped sharply in February. Source: PitchBook
Read MoreLiquids Lag
Return performance of broadly syndicated loans consistently lags private credit. Source: Hamilton Lane, Bloomberg, The Daily Shot.
Read MoreWorking From Home
Slower M&A has extended time PE-owned companies in portfolios to ten-year high. Source: PitchBook
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