Monday, September 18, 2023

Private equity consolidation: mega manager may go the way of Big Tech

Dearth of M&A and IPOs have kept managers from returning cash to their limited partners
http://dlvr.it/SwHvwd

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The barbell tolls for fixed income investing

A trend long associated with equity investing is now playing out in the bond markets http://dlvr.it/TDc3ZC