Should credit investors be concerned about rising AI-related debt issuance? Cambridge Associates offers its viewpoint on the topic here.
Hines has published a playbook for asset allocation titled Positioning for the Real Asset Cycle. Download a copy here.
Where energy meets property, an article from JLL, discusses the expanding role of real estate to manage, generate and store power in an energy-constrained world. Read it here.
What’s driving private-credit valuations? DWS takes a closer look at what’s happening with BDCs. Read it here.
Has bitcoin’s four-year cycle come to an end? Fidelity Digital Assets has weighed in on the matter. Its insights