Investment Consultants

Benefit Street Partners believes private credit has faced scrutiny recently and there are four horsemen of the apocalypse charging toward private credit investors, but three are phantoms. One, however, is real.

ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge central bank policy.