“Most of the reasons to not invest in bonds tend to be based on tactical views and if you do make investment decisions based on tactical rather than strategic views, you’re bound to be disappointed.”
Investment
When private credit becomes the headline, but not the signal
Framing retail access of private credit as “misuse” risks oversimplifying what is, in reality, a broader structural shift underway across markets, writes Portfolio Construction Forum’s Nick Shoenmaker. Private markets are no longer accessed as standalone exposures and are integrated into portfolios through multi-asset managed account structures.
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