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Our top insights of the moment
Carefully selected by our specialists
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MacroScoop January - video
by Yoni Jennes, CAIA
Investment Officer - Private credit: wake-up call
Despite the recent negative headlines and articles about private credit, I do not see a systemic crisis, but rather a 'more normal' credit environment that will offer opportunities for rational investors. The asset class is clearly at a turning point.
by Stephan Desplancke
Talk Money to Me - The end of the 60/40 portfolio
by Stephan Desplancke and Yoni Jennes, CAIA
Someone is sitting in the shade today because someone planted a tree a long time ago.
— Warren Buffett