Should I stay or should I go

Should I stay or should I go

What better title than that of a famous Clash song to describe the clash between Switzerland’s top political institutions and UBS? By now, the conflict goes far beyond banking regulation: it calls into question the historic relationship between Switzerland and its...
The Fear Index

The Fear Index

Don’t worry! Let’s put this fear in the index. Let’s make it clear straight away that this post isn’t meant to scare you, nor is it about the VIX, which is often referred to in financial jargon as the ‘Fear Index’. In fact, we’ve borrowed the title from a brilliant...
A systemic problem or just an endemic one?

A systemic problem or just an endemic one?

In our previous Insights, we highlighted how private credit could become a systemic problem for financial markets, but we were also very careful not to indulge in narratives that painted catastrophic scenarios. In fact, we have repeatedly emphasized that the current...
Gates

Gates

The title we have chosen for this in-depth analysis is certainly not an imperative, but a noun linked to a technical and legal term that characterizes most illiquid funds: the suspension of redemptions, which—in technical jargon—is called a “gate” (or “cancello” in...
Apollo!

Apollo!

Where do we stand with private credit? Every new development in this area prompts us to provide updates. This week, Apollo Global Management is limiting redemptions because—as we have repeatedly noted—“semi-liquid” funds are revealing their structural trade-off:...