The remarkable growth of the Mag 7 stocks has captured the market’s attention, but investors may be overlooking the highest-growth companies.

The transformation and development of commercial mortgage loans over time have made them a significant and promising part of the investment thesis for insurance companies, becoming a mainstay asset class for many investors.

With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.

A lack of bank liquidity in construction lending is driving yields up while keeping loan to cost low.

Despite limited M&A and IPO activity, the diversification profile of a secondaries-focused strategy may boost distributions and liquidity compared to primaries.

Interval funds may provide access to potentially higher-yielding, less-liquid securities while also offering periodic liquidity.

NYCB downgrade isn’t rattling other financials or credit markets, and showcases the opportunity in private lenders.

Lower interest rates could boost dividend-paying stocks, potentially providing up to 2000 basis points of upside.

Voya’s list of what to love in the securitized credit market this year… and what to leave.

In 4Q 2023, US CLO debt tranches delivered favorable returns across the stack.