IMF Cautions Against Complacency
The International Monetary Fund (IMF) released its semi-annual Global Financial Stability Report on April 16, 2024. The report provided a comprehensive assessment of the global financial system and markets, highlighting potential risks in the rapidly growing private credit sector and emphasising the need for regulatory oversight. The report also underscores the increasing risk of severe […]
Navigating Economic Waters: A Tripartite Focus on Inflation, Growth, and Debt Reduction
In January 2023, Prime Minister of the United Kingdom Rishi Sunak set out three economic priorities: to halve inflation, grow the economy and reduce debt. These three key imperatives require transparent and careful fiscal and monetary management. As such, the Government and Bank of England must navigate the delicate task of curbing inflationary pressures without […]
Private Debt: More credit than it deserves?
Private credit, or the provision of debt financing by funds, companies or investors rather than banks, bank-led syndicates or public markets, has emerged as a significant force in recent years. Many institutions, such as Fidelity International and Apollo Capital Management, are making significant provisions to include this segment in their portfolio strategies and asset allocations […]
Nvidia, a Trillion Dollar Company
NVIDIA Corporation (NVDA) has been the subject of a meteoric rise in valuation, especially in recent months. Since January 2023, its stock price has risen 198.32% from a price of $143.15 on 03/01 to $426.92 on 16/06. “The rise and the rise” of NVIDIA, as major publications are labelling it, has been the result of a […]