US midmarket companies are a powerhouse of the US economy. These firms are generating a combined revenue of USD10 trillion and are employing roughly 50 million workers, making them an attractive Private Market investment.
The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.
It is the worst calendar year return (so far) for bonds, some value may finally be re-emerging in the high-quality government bonds that comprise the core of the global market. Is it time to retire the acronym TINA (‘There is No Alternative’)?