Topic: market watch

Private credit has recently come under the microscope due to this rapid rise and a number of high-profile bankruptcies.

At first glance, the US equity market appears steady. The S&P 500 has moved broadly sideways over the past three months, suggesting consolidation after a strong run. Yet beneath that calm surface, a meaningful rotation is under way, one that carries parallels with the year 2000.

This huge disconnect between Wall Street (capital markets, large corporations and high-net-worth investors) and Main Street (average citizen, small businesses or the real economy) will be the main takeaway for investors this year.

Over the past few months, investors have had to contend with three concurrent forces: a pandemic which is still not well understood; a sudden...

The structural changes triggered by the pandemic, together with developing technologies such as electric vehicles, new regulations targeting climate change and a drive towards renewable energy, could shift the demand and steadily replace crude oil.