December Investment Newsletter – 2025 in Review: The Year Private Credit Became the Market
After a year defined by conviction, November brought hesitation. Markets have wobbled as investors digest the twin realities of higher-for-longer rates and the staggering capital costs of the AI buildout. For allocators, the question has shifted from how to play the upside to how to protect against paying for it twice — once through inflated […]
January Investment Newsletter – 5 Predictions Powered by iConnections Members
1. Private credit enters its first real sorting phase After years of rapid expansion, 2026 will be the year LPs start drawing harder lines between “scaled lenders,” “specialists,” and “tourists.” Capital won’t leave the asset class, but allocations will concentrate in managers who can prove origination depth, risk discipline, and a defensible edge as spreads […]
Introducing Pipelines: The Easiest Way to Keep Relationships Moving Forward
A simpler way to manage post-meeting momentum. In alternatives, relationships don’t move in a straight line. A good first meeting is only the beginning. Diligence, materials, touchpoints, and timing are what move a relationship forward. The challenge: most tools used to track this process weren’t built for this industry. So the question becomes: where does post-meeting momentum actually live? Today, it lives inside iConnections. […]
November Investment Newsletter – When the Machines Get Expensive
Market Mood: From Conviction to Caution After a year defined by conviction, November brought hesitation. Markets have wobbled as investors digest the twin realities of higher-for-longer rates and the staggering capital costs of the AI buildout. For allocators, the question has shifted from how to play the upside to how to protect against paying for […]
iConnections Q3 2025: New Features, Tools & Platform Updates
By Juliana Sales, Product Marketing Lead at iConnections Capital doesn’t just move at events anymore. It moves every day. And as the network powering those connections, iConnections keeps over 26,000 professionals, including allocators, managers, and service providers, connected year-round. This quarter, we’re making that network even stronger with updates that help you find opportunities faster, […]
October Investment Newsletter – The Constructors’ Championship of Alternatives
Market Context In Formula 1, fans may debate who the best driver is, but the championship that matters most to insiders is the Constructors’ title. That award doesn’t go to the individual in the car — it goes to the team that designs, builds, and executes the best overall platform. In alternatives, allocators are drawing […]
September Investment Newsletter – Private Credit at an Inflection Point
Market Context: Capital in Motion Private credit is now firmly entrenched as a strategic allocation for global investors. Over 40% of allocators on the iConnections platform report an interest in the strategy. The asset class’s appeal is no longer cyclical—it is structural. Report Takeaways Our latest Private Credit Allocator Report surfaces several clear trends: Looking […]
August Investment Newsletter – Global Flows, Local Focus
Market Context: Capital in Motion As the second half of 2025 begins, allocators are navigating a macro environment that remains fluid but not frenetic. Inflation has cooled, but rates remain elevated, and growth signals are diverging across regions. Europe flirts with stagnation, China’s policy path remains unpredictable, and the U.S. economy continues to grow—slowly but […]
iConnections Q2 2025: New Features, Tools & Platform Updates
By Juliana Sales, Product Marketing Lead at iConnections Capital doesn’t just move at events anymore. It moves every day. At iConnections, we’re building the capital network where fund managers and allocators connect, share information, and move capital forward – year-round. This quarter’s updates build on that vision: sharpening live engagement signals, amplifying allocator intent, and […]
July Investment Newsletter – Positioning Through Uncertainty
Market Context: 2025 in a Holding Pattern The first half of 2025 has unfolded with a mix of cautious optimism and strategic recalibration. iConnections published a Midyear Global Investor Survey reflecting sentiment halfway through the year. Equity markets have shown resilience, but not conviction—with roughly one-third of investors expect the S&P 500 to finish the […]
