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Compound Insights

May 11, 2020

Hear from two people with clear views into Africa’s private markets about how the Covid-19 pressures are making some sector’s private companies a better value while others are becoming more risky.

 

 


May 4, 2020

The risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all coming into play.


Apr 27, 2020

The amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.


Apr 20, 2020

One seasoned pro’s view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.


Apr 13, 2020

Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.