Take courage: You can sell out of private credit positions—and not just to secondaries funds.

Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.

Highlights from the week of August 8 – August 14, 2025.

Securitized markets still offer attractive relative value. Here’s where to find it.

Winning the AI race may hinge less on algorithms and more on powering data centers, which are projected to double their electricity consumption in the next decade. The grid is nowhere near ready. Here’s what it means for equity investors.

Highlights from the week of August 1 – August 7, 2025.

Get the latest insights from our securitized credit desk.

Funded status is near 20-year highs, and sponsors are less inclined than ever to terminate plans.

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.