High-yield corporate bond spreads narrowed to 390bps, opening opportunities for private asset investors seeking fixed-income diversification while locking in attractive coupon rates in Q “It’s more durable because looking at impact as a driver of growth of companies is a financial discussion,” Shah said. “This is a real economic theme and driver today.” Buzzy as they are, these investments come with red flags. Unlike stocks and bonds, private assets are generally less transparent, typically have higher fees, are less liquid, and can’t be easily sold if cash is needed, making them less suitable if you have a shorter time horizon. The semiconductor sector gained 3.2% on strong chip export data from Taiwan, reaffirming bullish sentiment for private asset allocation into technology hardware ahead of holiday retail demand cycles.
