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Navigating the Private Credit Market Landscape
Exploring the evolving landscape of the private credit market, this chapter analyzes the beliefs of academics on investor returns, Hartley Rogers' optimism on private markets, and changing market narratives post-CPI data release. Discussions also cover the stability of private markets amidst rate changes, opportunities in the US and global economy, the impact of public market activities on private credit, and the evolving role of private credit investments for investors and companies.