5 Winners and Losers From Another Rough First Quarter for Investors
Good news: Bad first quarters don’t necessarily portend bad years.
Private Markets
More on Private Markets
Fundrise Innovation Is Not Worth Getting Up For
Investors beware: This CEF is trading at a massive premium.
Why the Semiliquid Fund Liquidity Crunch Was Inevitable
Play retail games, win retail prizes.
Private Credit Defaults Accelerating, Led by Distressed Exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
4 Stocks to Buy With Winning Brands
Plus, why to keep an eye on the bond market today.
Private Credit Faces Its First Redemption Cycle: What Investors and Advisors Need to Know
Understanding the limitations of semiliquid vehicles is the key to using them well.
Markets Brief: How Much More Uncertainty Can the Markets Take?
Plus: Does private credit present a contagion risk? Fed decision on deck.
2 Cautionary Tales From Private Equity and Private Credit Markets
What investors can learn from the sagas involving ERShares and Blue Owl Capital.
How to Successfully Invest in Semiliquid Funds
Keep these three factors in mind when adding private market strategies to a portfolio.
Private Credit’s Liquidity Squeeze Puts Lenders in a Tight Spot
Blackstone, BlackRock, and Blue Owl deal with rising redemption requests differently as the asset class reaches a crossroads.
This Asset Manager Could Be Building Back Trust in Private Credit
Why we like Blackstone stock, with a few reservations.
Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Two retirement specialists discuss best practices in retirement-income planning, harnessing mental accounting for the good, and the role of annuities and alternative assets in defined-contribution plans.
Blackstone Private Credit Aims to Calm Investor Jitters
Meeting all its redemption requests shows ingenuity amid broader private credit trends that could spell trouble.
When It Comes to Private Credit, Investors Are Not Getting Paid Enough for Downgrade and Default Risk
How Blue Owl’s saga is sending private credit fears soaring.
Should You Invest in Semiliquid Funds? It Depends on Your ‘Why’
Here’s what investors should consider before adding private market strategies to their portfolios.
5 Stocks to Buy Before They’re Not Undervalued Anymore
Plus, whether Nvidia is a buy after earnings.
Private Markets Are Opening Up, but Will Individual Investors Pay the Price?
Why private markets can fall into investors’ ‘too-hard pile,’ key questions to ask about evergreen funds, and whether the return is worth the risk.
Smart Investor: Undervalued Earnings Crushers, AI’s Threat to Moats, and ChatGPT Put to the Test
We wrap up our coverage of the markets and the week.
An ETF Faces a Liquidity Crunch of Its Own Making
The problems at ERShares Private-Public Crossover ETF appear to have deepened.
What Is Blue Owl?
The firm’s oversight of some of its private credit funds has drawn scrutiny and highlighted concerns for individual investors.
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