Replay: TwentyFour Investor Update webinar

Negative headlines around private credit have intensified this year, driven by the AI-related software sell-off and the news that most players have restricted withdrawals from retail private credit funds.

With no end in sight to the US-Israeli war with Iran, and tensions escalating once again over the weekend, investors are bracing for more volatility. Inflation fears have ramped up significantly, reflected clearly in government bond markets where rising yields show rate cuts being priced out and rate hikes increasingly being priced in.

Als Anleiheninvestoren konzentrieren wir uns darauf, wie sich der Schock auf die für Anleihen wichtigsten Faktoren auswirkt: Inflation, Wachstum und die Reaktionen der Zentralbanken.

As the US-Israeli military operation in Iran enters its fourth day, markets are continuing to react to rhetoric from both sides and attempting to gauge how long the conflict may last and what the impact will be on the local and global economies.

We have had an eventful few weeks of AI-driven volatility in markets, with markets seemingly swinging from “everyone’s a winner” to “everyone’s a loser” faster than technological progress itself.

Der Marktfokus hat sich in den letzten Wochen von den Ausgaben der Hyperscaler auf die Bedrohung verlagert, die KI für zahlreiche Software-as-a-Service-Unternehmen (SaaS) darstellen könnte.