Global financial markets are experiencing stretched valuations, influenced in part by prolonged central bank interventions. At the same time, unique opportunities are emerging in a late-cycle environment marked by growing divergence and increased market volatility.
Credit and equity-specific events continue to create potential for returns that are less tied to broader market movements. Navigating this landscape effectively requires a flexible, opportunistic investment approach—one that adapts to shifting conditions, manages downside risk, and seeks to generate returns independent of traditional market cycles.