Posts by Vincent Kravec

Market Commentary | Insights Blog

Is Your Portfolio Positioned for Lower Rates?

Until recently, investors were no doubt pleased with the continued strong equity performance in 2024 that resulted in new highs in the major domestic indices and strong returns globally.
Investment Strategy | Insights Blog

Private Credit Today

On September 27th, Commonfund OCIO hosted an event in Minneapolis at the O’Shaughnessy Distilling Co. Following a tour and tasting at the facility, Nicole Melwood, Director, and Vincent Kravec,...
Investment Strategy | Insights Blog

Diversifying Your Fixed Income Portfolio With a Private Credit Allocation

Inflation, rising interest rates, inversion in the yield curve and the war in Ukraine combined to make 1Q22 a challenge for many asset classes and strategies. While there was the isolated shelter...
Investment Strategy | Insights Blog

Capturing Credit Opportunities in Times of Crisis

Key takeaways During periods of dislocation in high-quality credit, investors should stay the course within fixed income portfolios and maintain active risk to benefit from the inevitable rebound...
Investment Strategy | Insights Blog

Thoughts on the Role of Credit in Institutional Portfolios

While most institutional portfolios have allocations to investment grade corporate credit, as a strategic allocation high yield and emerging market credit (liquid credit) are sometimes overlooked....