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Private Credit Outlook: The Heat Is On
by Matthew Bass of AllianceBernstein, 7/16/24

Private market growth in recent years has been remarkable. We think there's more to come.

Private Credit Outlook: The Bright Side of Higher Rates
by Matthew Bass of AllianceBernstein, 4/9/24

More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.

Private Credit Outlook: Evolution and Opportunity
by Matthew Bass of AllianceBernstein, 1/7/24

Private credit has in a little more than a decade evolved from a niche asset class to a key component of a diversified investment portfolio. We think it will be even more important in 2024 as banks’ reluctance to lend widens the opportunity set for investors.

Private Credit Outlook: Room to Run
by Matthew Bass of AllianceBernstein, 10/13/23

Slower growth and rising interest rates have tapped the brakes on private deal activity this year. But as banks continue to retreat from lending, we see plenty of opportunity for investors to pick their spots across the broad private credit universe.

Can We Afford a Housing Boom?
by Michael Canter, Matthew Bass of AllianceBernstein, 9/13/16
The US housing market is healthy, but some market participants worry it may be starting to heat up too much. We think that’s a mistake—and an opportunity. That’s because mortgages today have little in common with the risky loans made before the housing crisis.

Cash Flow or Liquidity? Unlocking Private Credit
by Matthew Bass of AllianceBernstein, 7/14/16
Investors worried about locking up their capital for too long in private-credit investments may be missing the big picture: the higher-yielding cash flow they receive via private-credit distributions is, in fact, a form of liquidity.

Mortgages: Don’t Be Fooled by the Averages
by Michael Canter, Matthew Bass of AllianceBernstein, 8/3/15
US mortgages today have little in common with the risky loans made before the housing crisis. But some market participants aren’t treating them all that differently. We think that’s a mistake—and an opportunity.

Five Things You Should Know About Housing Reform Legislation
by Michael Canter, Matthew Bass of AllianceBernstein, 3/25/14
A recent US Senate bill calls for a restructuring of the government?s role in housing finance, including winding down Fannie Mae and Freddie Mac. Here are five takeaways from the current proposal.

Opportunity Knocks for Mortgage Investors
by Matthew Bass of AllianceBernstein, 7/12/13
We dont usually think of rising rates as being good for homeowners. That may be because were accustomed to thinking of financing (and refinancing) as the key to reviving sagging housing markets. And its true that financing availability remains tight, at least by historical standards, and isnt going to get looser with rising rates.
9 results found.