“These factors suggest it may not be too long until we are back to 2009 where there was a greater risk to not holding equities. Markets tend to ‘climb the wall of worry’. So even though Europe is unlikely to be ‘solved’ in any quick way, an end to the uncertainty would likely give rise to a relief rally.
Investment
Crunch time: Why less is often more in private credit
Produced in partnership with Barings. The private credit sector has had a pretty good decade, with the exception of the last 12 months. After a period of strong performance and record inflows, conditions are turning, although the broad themes that underpinned the rise of private credit haven’t changed. There is still a credit demand and
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