31 March 2026
Why is everyone concerned about Private Credit?
It seems that in those rare instances that market commentators are not discussing the state of the War in Iran,…
Archives for March 2026
Archive
25 March 2026
Which way is the wind blowing today?
Over the weekend Trump signaled that the War in Iran would be coming to a close soon. He suggested that…
17 March 2026
What does the shifting narratives in Iran mean for the markets?
As we have mentioned in the past, wars are unpredictable. At the best of times, scenario analysis is a very…
2 March 2026
What external factors should investors be worried about?
This past week has not been short on potentially market moving news flow. In this note we review a few…