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ポートフォリオ Quarterly Report

PMA Quarterly Outlook: CRE, Private Equity, And The Effects Of Higher For Longer

公開日

The wall of maturities for Office and Multifamily Real Estate is upon us. The impact of rising interest rates is also being felt by Private Equity and Venture Capital. The difficulties faced by smaller US banks is providing further tailwinds to Direct Lenders. Hedge Funds will benefit from a more volatile backdrop over the next 1-2 years. Now is the time to resize Crisis Risk Offset portfolios.

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