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Is an uptick in BDC bond sales offering reprieve for private credit?
BDCs issued nearly USD 8.4 bn since the start of April
Fitch turns bearish on global sovereigns — and the Middle East is taking the hardest hit
The ratings agency’s base case is for a partial strait reopening — but warns the war’s damage to the region’s…
The biggest winners from AI may not be tech companies, but the picks-and-shovels suppliers behind them
More than 200 industrial, utility, and mining companies are outperforming global equities
Software dealmaking is under pressure from AI
Software buyout activity has fallen from USD 88 bn to USD 50 bn this year
Bitcoin is failing as both a safe haven and a tech trade
BTC has fallen more than 50% from its peak despite geopolitical turmoil, as AI stocks and the looming SpaceX IPO…
Global HNWI wealth growth bypasses Middle East
HNWI wealth was up 8.7% globally, but down 1.5% in the Middle East
Signs that global economic growth could take a serious hit due to US-Iran war are mounting
The OECD warns of the worst slowdown in decades, barring the Covid-19 pandemic and the 2009 financial crisis, if disruptions…
Muted AI exposure and war spell trouble for Indian equities
Foreign investment in Indian stocks dropped to a near 10-year low
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