Inflation will be a bit more sticky than the market is anticipating and therefore rates will remain highLet’s talk about private credit, which has been a hot market and a hot topic lately, with many anxious to see how the asset class performs amidOur private credit franchise is another one that I’m proud of. We established it back in 2015, and it has an 11.2 per cent return since inception.
The market is obsessed with the Fed interest rate pivot, but I think we're taking a more balanced approach to when central banks will switch from raising to lowering ratesWe’re hearing a lot about how credit is tightening at U.S. banks? So you are seeing business sort of booming, if I can put it that way?I wouldn’t say booming as the transaction volume in private equity credit is lower.
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