Wedbush Securities’ Post

In Case You Missed It: The World's Largest Alternative Asset Manager,Blackstone, Believes The Private Credit Market Could Surge 20x To $25 TRILLION 🤯 Speaking to Bloomberg, Blackstone's CIO outlined 3 'generational' trends driving this growth: 1) Higher base rates, equity like returns with credit risk. 2) The secular shift from banks to private credit providers. 3) The proliferation of strategies to access the private credit opportunity. To put this into perspective, the private credit market today is only $1.7 trillion today. But if you think $25 trillion is a big number. Apollo Global Management, Inc. views the private credit opportunity at $40 trillion, with the majority being investment-grade. The growth of the private credit market is likely to be an extremely hot theme over the coming decades.

In case you've missed... Eduardo Sánchez Alonso, CFA, CAIA, Square Mile's Associate Research Director for Fixed Income, Alternatives & Multi-Asset, hosted an insightful discussion with Stuart Edwards from Invesco Ltd., Nicholas Ware Janus Henderson Investors, and Nicola Mai PIMCO for "A Spotlight On" panel. The experts discussed: 👉 How they have been managing volatile interest rates in their portfolios over the last year. 👉 Which regions they think present the most attractive opportunities for the asset class. 👉 Divulge their favourite part of the credit market. Catch the full discussion and gain valuable insights into the fixed income landscape in 2024! https://loom.ly/iLe0CPs #FixedIncome #InvestmentStrategy #SquareMileResearch #Invesco #JanusHendersonInvestors #PIMCO #CreditMarkets #Webinar

"Private Credit" ♻️100% - Agreeance!! ♻️Individuals and/or firms that can confidently and integrally move away from the "traditional" means of lending, the constraints the banks hold on customers, the terms pushed onto the customer, and the "control", modern-day traditional lenders have on that same customer, will indeed push inflows into the Private Credit space! However, as stated by Eddie, the access into this space will eventually need identification & direction to supplement demand of the space! Big banks, have ruled too long, only to keep more & more money of the customer than is needed for the service these banks provided! ♻️Banks, were a great "holding place of cash", in the "old-days", but now the interest rates on cash held, is not even sufficient to cover inflation rates, fee's, and account costs. (The banks take & take & take, and offer up nothing in return)!! #banks #lenders #privatecredit #interest #interestrates #financial #privateequity #privaterealestate #financialinstitutions #bank #business #companies #loans #mortgage #mortgagerates #terms #pay #inflation #inflationrates #bankfees #fees #accounts #GMHI_Media_Co #GMHI_Trade_Co

Private Credit Market is where to look, always a valuable source of capital often at very competitive #CoC Just remember it needs servicing and repaying!!! #bebold #itsthefuture Super insights from Eddie Donmez

We've been warning for years on The Evidence-Based Investor that the headlong rush into private equity could end in tears. Academics like Ludovic Phalippou who pointed out the risks involved, and the lack of transparency on fees and performance, were shouted down. A new report says the market has "stalled". Deal value and deal count have fallen 60 percent and 35 percent, respectively, from their peaks in 2021. Exit value is down 66 percent, and the number of funds closing is off by nearly 55 percent. But is it more serious than that? The former private equity executive Dan Rasmussen thinks “something more worrisome is happening underneath the hood.” Watch this space 👇 Michelle Celarier Institutional Investor Mark Higgins, CFA, CFP® Brian Schroeder Nicolas Rabener, CAIA #Investing #AssetManagement #PE #PrivateEquity #AlternativeInvestments

Are we on the verge of seeing small caps outperform large caps over the next few years? Given current market trends, it’s quite possible according to Scott Priebe, portfolio manager for the Nationwide Geneva Mid Cap and Small Cap Growth Funds (NWKDX and NWHYX). Learn why now may be an opportune time to shift your focus to small- and mid-cap equities.

Are we on the verge of seeing small caps outperform large caps over the next few years? Given current market trends, it’s quite possible according to Scott Priebe, portfolio manager for the Nationwide Geneva Mid Cap and Small Cap Growth Funds (NWKDX and NWHYX). Learn why now may be an opportune time to shift your focus to small- and mid-cap equities.

Are we on the verge of seeing small caps outperform large caps over the next few years? Given current market trends, it’s quite possible according to Scott Priebe, portfolio manager for the Nationwide Geneva Mid Cap and Small Cap Growth Funds (NWKDX and NWHYX). Learn why now may be an opportune time to shift your focus to small- and mid-cap equities.

Are we on the verge of seeing small caps outperform large caps over the next few years? Given current market trends, it’s quite possible according to Scott Priebe, portfolio manager for the Nationwide Geneva Mid Cap and Small Cap Growth Funds (NWKDX and NWHYX). Learn why now may be an opportune time to shift your focus to small- and mid-cap equities.

Private market returns continues to be a contentious issue in the industry as the debate on their outperformance vs the public markets lingers on. So its always interesting to try to understand the role they play in investor portfolios and how they do it via empirical data and research. A short write up on a recent paper on how portfolio construction plays an outsized role in PE returns, much more than the individual deals themselves. Plus some thoughts on the VC return profile. Fresh off the press on The Atomic Investor. 👇 #privatemarkets #privateequity #theatomicinvestor https://lnkd.in/dFDRSvDX