Private Credit Fault Lines

Published on December 1, 2025

This article is a primer on the private credit market, arguing that its growth is bringing it closer in size to private equity and emphasizing the necessary trade-off between higher yield and inherent risk.

Continue reading on website
Other news

Moving Averages of the Ivy Portfolio and S&P 500: November 2025

December 1, 2025
Valid until the market close on December 31, 2025This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

A Bear Market is a Good Thing

December 1, 2025
In today’s markets, mentioning the “B-word” will get you thrown into the “permabear” camp, and everyone immediately assumes you mean the end of the world: death, disaster, and destruction. Unfortunately, even the Federal Reserve and the Government also believe bear markets “are bad.”