In this macro-commentary from the BC Partners’ Credit team, Ted Goldthorpe and Mike Terwilliger, CFA, examine the current risks posed by ongoing asset price inflation and what the current trajectory of interest rate cuts throughout 2025 means for credit markets and investors – as well as why niche focuses within direct lending look set to outperform.
Read the full piece here.
[1]: https://eu-assets.contentstack.com/v3/assets/bltca5319cc2529b48a/blt62006b2b22e8d5a5/6791243e2bd7f69fc9f90a16/BC_Credit_Check_-_January_-_Final.pdf
