December 2024 Charts

Three Charts That Have Our Attention

If you are curious about what’s going on in the market or economy, we’d like to share some charts / graphics that we think are insightful.

Private Credit Performance. A comparison of returns across various fixed-income categories reveals that private credit has been outperforming other classes. No surprise we've seen a private credit boom with yield ~2x it's counterparts.

Active Management Performance. We believe our investment approach is the best way to put the odds of a successful investment experience in your favor. One reason is we shun the typical financial advisor’s claim that they can “identify top-performing” managers. Selling past performance is a charade as old as time and as this chart reveals, once a fund manager has success they often revert to the mean. Which translate into your investments underperforming the market. See our YouTube video for a more in-depth explanation.

CRE Loan Financing. Over $2 trillion of commercial real estate financing will come due in 2025 & 2026. Most of these loans were originated in 2020 & 2021 at average rate of 4.3%.

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