Special Report
2026 Is Not For Private Credit—It’s For Infrastructure
The 2026 next dollar playbook is about cross-asset relative-value investing. We move underweight Private Credit but not for reasons investors expect–BDCs are now longs. We shift to overweight Infrastructure and real assets more broadly–Publics included.
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BCA Research | Private Markets & Alternatives
Global Asset Allocation and Private Markets and Alternatives.
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