I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these opportunities. We also discussed how private credit can complement a diversified portfolio, providing an income stream that is uncorrelated to equity markets.

Goldman Sachs Research represents one of the largest stockbroking firms in the world.   So, it should come as no surprise that the investment bank has recently published its stock market outlook for the next decade, predicting an average annual return of almost eight per cent.

Debt nuances I just read the following sentence: “Graphic Processing Unit (GPU) rich clouds are now raising multi-billion-dollar debt with GPUs as collateral. ” It got me thinking… Figure 1. General Purpose Technology (GPT) booms and busts, Gartner’s hype cycle Source: Gartner In the railroad boom of the 1800s, U. S.

Last night, on ABC’s 7. 30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence (AI) is pushing large technology companies to unsustainable valuations. I noted that investors often become highly enthusiastic when new technologies emerge that are believed to reshape the world, but history shows this can inflate expectations.