New Mountain Capital’s Post

Credit: Navigating the big squeeze - https://lnkd.in/dwgNzT9K Spread compression has been a dominant theme in credit markets for much of the past two years. But with spreads already tight, can that continue? That is the big question we posed to portfolio managers Ian Horn, CFA and Thomas Samson in the latest episode of the Muzinich & Co Podcast. In the podcast, Ian and Thomas share their thoughts on: > How compression has played out in different parts of the credit universe; > Whether the compression trade is running out of steam in some areas and what that means for asset allocation; > What could supersede compression as the big theme of the year over the coming months. Please click here to listen - https://lnkd.in/dwgNzT9K #fixedincome #spreads #corporatecredit

Check out this episode of the podcast where Adrienne Green shares: - How having systems in place helped skyrocket her team such that she was able to sell it within 2 years. - How Adrienne views the systems for real estate investing in 3 parts - … and what those 3 parts to real estate investing are. Set aside a half hour and listen in at https://lnkd.in/gbQeWXXu #pursuingfreedom #entrepreneurlife #ifnotnowwhen

Are you a real estate investor or an advisor of real estate investors? Don't miss our latest episode because Jeff Bemis, Co-Founder of 1031 Specialists, shared some great intel you need to know! #realestate #realestateinvesting #1031exchange #planningreimagined #podcast

Some great thoughts here on all matters #privateequity - looking back and forward.

On this episode of the Lone Star Capital Podcast, we break down the complexities of cap rates and the nuances of loan assumptions. Additionally, one of the highlights of this episode is our newest deal, the Grand Riviera. Click the link in the comments to learn more about cap rates, loan assumptions, our new investment opportunity, and an event coming up in September! #realestateinvesting #lonestarcapital

In recent years the art market has seen a remarkable transformation drawing a new wave of professional financial investors. They see art not only as an outright yield play but also as a means of diversification and non-correlation. Tune in to Emilia De Stasio, CFA on Mark Williams’s podcast 9to5 Live as they delve into the intersection of art and finance. Watch the full discussion here: https://lnkd.in/eAQFrZfR #artandfinance #finacialinvestors #9to5 #podcast

How has the private equity market performed in the first half of 2024, and what's on the horizon for the rest of the year? Join our experts as they discuss the sector trends in private equity, as well as the political and economic factors impacting market movements this year. Listen to the full episode of our Behind the Transaction podcast: https://okt.to/cI9pUq #GTDeals #BehindTheTransaction #PrivateEquity

From our view, as business owners continue to digest the tightening valuation multiples over the past two years and investors continue to feel pressure to return capital, 2024 is likely to see an improved, albeit measured, approach to dealmaking in 2024. LPs will hold more sway, founders will be more realistic, and the highest quality businesses will continue to garner the most attention. Ron Kahn continues this conversation with Jocelyn Lewis and Chris Sparenberg on S&P Global Market Intelligence's Private Markets 360 podcast, which highlights how Lincoln International’s Private Market Index offers unique insights to dealmakers on evolving valuations and market dynamics:

Lipman Burgon & Partners Managing Partner and CIO, Paul Burgon, recently joined James Marlay on the Livewire Markets podcast The Rules of Investing, to discuss his 10 principles for investing in 2025 and beyond. Paul also shares where are we in the cycle of investor emotions, what lies ahead for markets, embracing the value of beta and much more. Listen to the full podcast via the link in the comment section below. #wealthmanagement #marketinsights #lipmanburgonandpartners #wealthadvisory #industryinsights

As investors continue to navigate a new rate regime and the current fixed income landscape, many are wondering how to best allocate funds in the fixed income space. Check out the latest episode of the Basis Points podcast, where Kevin Flanagan outlines why U.S. credit may be a good option. Listen & subscribe today: https://bit.ly/3Sghx55 #BasisPointsPodcast #FixedIncome #Fed #FOMC