Private credit and private wealth are open to individual investors in ways they were not five years ago. Options-income ETFs, digital asset funds, and buffer products keep multiplying. More choice is not the same as better outcomes. This panel sorts the structures worth owning from the ones that exist because they were easy to launch—and covers how each can help (or potentially hurt).
- With inflation still above target but the labor market weakening, investors are wondering how the Fed will react in 2027 – especially with a new Chair in place
- Federal budget deficits also seem likely to continue, which could continue to put upward pressure on longer-term interest rates
- In this session, Josh will discuss the possible paths for short-term rates, the shape of the yield curve, and where to look for possible “cockroaches” in public and private credit markets over the coming year