Private credit

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semiconductor
Article
6 min
Fixed income Private credit Investment Angles Global Article
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AI capex and the new credit cycle

Fixed Income Portfolio Managers Alyssa Irving and Liz Kleinerman, and Head of Investment Grade Private Credit Emeka Onukwugha explore the emergence of an AI investment cycle in credit markets.

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Multiple authors

event
6 min
Article
2027-10-05
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Low angle view of modern office buildings at dusk in canary wharf, a major business district in london, uk
8 min
Private investing Inflation Interest rates Macro and market Privates Private credit
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The state of commercial real estate

We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.

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By

Juhi Dhawan
Juhi Dhawan, PhD
Ravi Anand
Ravi Anand
event
8 min
2027-06-30
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