Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom.
Private equity investors may benefit from four value-creating initiatives. In addition, secondary investors often have a potential advantage: discounted pricing
Over the last 30 years, global convertibles have produced equity-like performance but with lower volatility. And thanks to accelerated new issuance at favorable terms, today’s opportunity set has expanded, adding to the appeal of this unique asset class.
The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.
U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen. While credit spreads have widened from historically tight levels, they are not flashing warning signs. Is this a buy-the-dip moment?
Pomona Capital is in active discussions with portfolio fund GPs to monitor the potential impact of the developments in tariff policies on our portfolios.
Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.