PIMCO Chief Signals Caution Over Private Markets
Manny Roman says next economic downturn could threaten an untested asset class ...
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Norway’s Oil Fund to Allocate Billions to Long-Short Equity Hedge Funds
Norges Bank Investment Management to give $250mn mandates to external managers; Drake Capital was day-one investor in CIO's prior hedge fund AKO...
Read Article‘Accidents are Waiting to Happen’ in Private Credit, says Wellcome Trust
The risks of private credit investing are increasing because of looser lending standards and higher interest rates ...
Read ArticleKevin Warsh – Interest Rates Are a Sideshow in the Fed Drama
Much of Wall Street applauds the Fed’s big balance sheet and monetary dominance in Washington. Households and businesses on Main Street have far less reason for enthusiasm....
Read ArticleCraig Torres – The Fed’s Forecasting Method Looks Increasingly Outdated as Bernanke Pitches Alternative
Former Fed Chair Ben Bernanke and others are calling for a new approach to communicating policy that incorporates scenario analysis...
Read ArticleKevin Warsh – Wall Street Journal Opinion excerpt October 2023
Federal Reserve policy is becoming increasingly less relevant because the central bank no longer sets interest rates - the bond market does....
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