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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion. Apollo Global Management Inc.

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CPP Investments' Andrew Edgell on Private Debt's Next Stress Test

Pension Pulse

A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth.

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BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022. The decline primarily reflected the negative impact of markets and foreign exchange movements on our 2023 entry rate revenue, as well as critical investments in our people and technology.

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