TCW’s Post

This week, our Founder and CEO Donald R Mullen Jr spoke at the 2024 Milken Institute Global Conference.   In a conversation with fellow industry leaders, Don discussed opportunities in private credit, how we seek to add alpha for investors, our leadership across major residential real estate asset classes, and his expectations for private market allocations in the coming years.   Watch the full panel discussion: https://lnkd.in/e_xe-2k3 #MIGlobal #MilkenInstitute #AssetManagement

The first quarter of the CY has proven to be a fruitful one for our Elston Australian Emerging Leaders portfolio and the market more broadly. In our latest quarterly report, PMs Justin Woerner and Gary Merkel, CFA provide their insight into investing in the small-cap universe:

In this episode of #TheWeeklyFix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses the current state of the #markets at the half-way point of 2024, and reflects on the changes and consistencies in the market since last year. Watch below. http://spr.ly/60489yYds

#PrivateCredit There is no bubble in the asset class, but defaults are expected in segments with weak covenants, and due to the math problem of capital structures. Also, opportunities are rising among dislocations. Look for track-record and diversification in managers, strategies, and vintages. Much detailed in the video... https://lnkd.in/etYkhNR3

Corporate #earnings may be in focus this week, but macro questions continue to weigh on bond #markets. Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team, shares his insights in this episode of #TheWeeklyFix. https://bit.ly/44cOk2y

Forgive the 5 AM o’clock shadow! Enroute to Nashville to speak at Silver Oak Securities, Inc. my new keynote, inspired by a conversation with Billy Hopkins is a barn burner. I’ll be talking about the 10 simple, but serious shifts advisors have to make to shift from being advisors to advocates. Selling investments and delivering services isn’t enough. Let’s shift to staging experiences and guiding transformations. Welcome to the #transformation economy people! Here we shift again! #finserv #wealtanagement #advisors #advisers #growth #seriousshift

Recency bias tempts investors with fleeting gains and overshadows the broader market view. At St. James's Place – Asia & Middle East, we defy this lure as we prioritise disciplined, long-term asset allocation and fundamental analysis. #BehaviouralFinance #Insights

Looking forward to sharing my experience and thoughts along with other great M&A experts on this Colorado Companies to Watch panel focused on exit strategy planning. See you next Thursday!

We are proud to have John McCorvie, CFA, Tara Hefty, CFA, FRM, Julie Pribble, CFA, and Terry Robinette recognized as Five Star Wealth Managers by 5280 Magazine. Grab a copy of the latest 5280 Magazine to check out the full award. Congrats to the team and thank you for your unwavering dedication to clients and leadership here at Peak! 🙏 🙌 Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. This is not an offer to buy or sell securities. Past performance is not indicative of current or future performance and is not a guarantee. This third-party rating was granted by Five Star Professional on 10/1/2023 and applies to the period from 12/22/2022 through 06/30/2023. Criteria for the third-party rating can be found below. No compensation was provided either directly or indirectly to obtain the third-party rating. https://lnkd.in/gabYgV8z

Cliff Carnes, David Treadwell, and Geoffrey Arrobio contributed to our most recent issue of the Matthews™ Publication discussing Capital Markets. 🔗 Read: https://lnkd.in/gWx3Uk53 #Matthews #CRE #RealEstate #MCM #CapitalMarkets