The Credit Market Now
|March 31, 2022
Investors are settling into the view that economic effects of the war in Ukraine will be more local than widespread. As the head of equities for a top European asset manager said, “You can draw a correlation map between proximity to the conflict and market impact.”…
▶︎ Read Mar 21 2022 newsletter: here
▶︎ Chart of the Week: here (by The Daily Shot, S&P/LSTA)
(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.