Global markets seem to be entering a more fragile phase as multiple macro forces converge. Rising oil prices, persistent inflation pressures, and a stronger U.S. dollar are complicating the outlook for interest rates, while uncertainty around AI-driven growth and geopolitical tensions adds to market...
In today’s financial markets, investors are surrounded by yield statistics: bond yields, dividend yields, distribution yields, and more. Each measures something slightly different, and using the wrong metric can lead to very different expectations about income and risk. As of this writing, market ou...
Since the Federal Reserve began its aggressive tightening cycle in 2022—pushing rates to their highest levels in decades—the question was never whether growth would slow, but rather, to what degree. Today, inflation has cooled from its 2022 peak yet remains above the Fed’s 2% target, while the labor...
The Solactive Hilton Capital BDC Corporate Bond TR Index1 (the “Index”) completed its December 1, 2025, rebalance with two meaningful developments: methodology refinements and the addition of a new issuer: Capital Southwest Corporation. The methodology refinements strengthen how the Index identifies...
The Solactive Hilton Capital BDC Corporate Bond TR Index (the “Index”)1 completed its most recent quarterly rebalance at the end of August, and with it came several new entrants. Each addition expands the reach of the index and reflects the growing importance of business development companies (BDCs)...
The myth: the only way to play the AI theme is through the megacaps tech stocks like Microsoft and Nvidia. The reality: No doubt there are a handful of mega-caps that benefit directly from the development and implementation of AI technologies. But from an investment perspective, we believe that the ...
