April 3, 2020

The public and private markets are taking time to adapt to the extreme and fast-moving influences, whilst in the real-world businesses and governments rightly focus on prioritising health and safety.

Markets though do often move ahead of reality and hopefully there will be positives to enable this in the months ahead. We’ve changed our Four Quadrants report this quarter to respond more rapidly to your needs, see links below:

PUBLIC DEBT

PRIVATE DEBT

Public Equity

Private equitY


Collectively, they chart the scale of the correction already endured, but also the signs of emerging value across the market for lenders and investors brave enough to recognise and seize it first.