A seasoned consulting specialist at a leading Central Asian bank. The author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the bank's clientele within the private banking branch. Launching the career back in 2020 after graduating from a top CA university, the author developed a resilient methodology forged amidst global market volatility, focusing on corporate valuation, due diligence for investment opportunities, and crafting spot-on forecasts that gui ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

The private credit market is ditching software and favoring industrial and asset-heavy sectors.Major firms like Blackstone, Bain Capital, and Brookfield Asset Management are now targeting “Heavy Asset, Low Obsolescence (HALO)” companies due to their lower exposure to technological disruption, Bloomberg reported.HALO companies rely on substantial physical capital with high barriers to replication. They own assets whose economic relevance persists across technological cycles. Examples include transmission gri ...

Here at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my goal is to break down complex concepts into clear, actionable insights that help you achieve better returns.Follow me today and take control of your portfolio.Analyst’s Disclosure: I/we have a beneficial long position in the shares of OBDC, ARCC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my o ...

ABA Capital Management founder and CIO Boaz Weinstein. Wow. I got to know right off the bat, what was a trader like you doing this morning.>> So, I had made plans over the weekend. I was the night before getting ready to buy the market. I asked my execution trader what was happening at 7:02.You know, we get in in the bond market a lot earlier than the stock market and boom, 707 the headline comes out and all those plans went to not because the market went up two plus% immediately. >> What were you going to ...

Blue Owl Capital Inc.'s ( OWL ) intense 58% dip from its 52-week high has pushed the security to trade on a deeply discounted multiple to its fee-related earnings ("FRE") as assets under management ("AUM") continue to grow. The alternative asset manager saw AUM reachThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high ...

Why Blue Owl Capital stock is gaining today? Why Blue Owl Capital stock is gaining today? Stock market Author Ananthu C U Mar 23, 2026, 16:26 PM Shares of Blue Owl Capital moved higher, supported by a reaffirmed bullish stance from analysts at TD Cowen, who pointed to strong institutional demand for alternative assets despite near-term headwinds. The brokerage reiterated its "buy†rating on the stock, even as it lowered its 12-month price target to $14 from $16, implying roughly 54% upside from Friday's clos ...

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Now investors are heading for the exits. Withdrawal requests from private funds accelerated in the current quarter, leading some like HPS Corporate Lending to limit withdrawals to stated 5% quarterly caps. Redemption requests are likely to stay high for at least several quarters. Inflows to private funds could dry up in coming months as wealth managers balk at committing client cash to them, given negative headlines about private credit and the ability to buy similar cheaper public funds. It’s hard to justi ...

Core Viewpoint - The private credit crisis is expanding, particularly affecting the buy now pay later (BNPL) industry, which is built on a fragile foundation due to the quality of loans being extended with minimal underwriting [1][6][11] Group 1: BNPL Industry Concerns - The BNPL model targets consumers who may not be creditworthy, often allowing them to finance small discretionary purchases, indicating a riskier borrower pool [2][4] - The growth of BNPL and similar fintech lending models has been facilitated by a zero-rate environment, but rising interest rates are exposing the underlying risks of these lending practices [7][15] - The stress in the BNPL sector is evident as funds like Stone Ridge's LENDX face significant redemption pressures, with only 11% of withdrawal requests being honored [9][10] Group 2: Private Credit Market Stress - The broader private credit market is showing signs of stress, with several funds linked to major asset managers limiting investor withdrawals due to high redemption requests [13] - Concerns have been raised about asset valuations in private markets, particularly in private equity, where valuations may not reflect current economic conditions, leading to potential recovery rates of 20-40 cents on the dollar for associated loans [14] - The tightening credit environment is likely to accelerate stress in both BNPL and private credit sectors, with commercial real estate potentially being the next area of concern [17][18]