Investment analysis for yield and duration-focused investors
EM debt rebounded in Q2 as hard currency spreads tightened and local markets gained on improving sentiment, though geopolitical and policy risks remained.
AI-fueled infrastructure investment is reshaping credit markets, creating new opportunities for diversification and return potential.
• The Middle East conflict had gradually been receding into the background but the resumption of hostilities between Washington and Tehran caught investors off guard. • The latest economic da...
The number of bonds being downgraded has outgrown the number being upgraded for the first time since 2021. How should high yield investors position for this?
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Equity investors should cast a wide net to capture the healthcare sector’s full potential. Investors are often drawn to healthcare for its innovation and long-term growth potential. Yet in practic...
Giant tech companies are increasingly turning to international markets as they look to finance trillions of dollars of investment in AI infrastructure over the coming years. And they are doing so a...
A hawkish Fed and buoyant economy outweighed falling oil prices.
Adams Street Managing Partner & Head of Investments Jeff Diehl recently joined a PE Wire podcast to discuss transparency, risk, and manager selection in private credit. He emphasized that real tran...
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