The DMS Market Report
All is well in the investment world as I write this report – stock markets are hitting new highs, Brexit is going to happen and even the U.S. /China trade war is making progress. PE firms are rolling in money, debt defaults remain low and currencies and commodities are stable. So, what are the issues to consider in 2020? The heart of the matter is Central Bank control and loose monetary policy which is fueling the equity markets and letting the market speculators know the central banks will always bail out the market if it gets into trouble.
Private Equity and Private Debt are growing exponentially, and concern over this is muted as it is private and not public, so what’s the problem? The funding via commitments and credit lines are increasing exposures, making these harder to monitor and many deals are inter-market and so do not have to justify public market scrutiny.
We look forward to keeping you updated on further market trends in the future as we add to this commentary on a regular basis and hope that you found the material valuable and thought-provoking.