Rodolfo Sosa-Garcia

The revolution in private credit data is accelerating. CAIS and Solactive AG just launched the a new standardized benchmark for private credit BDCs: tracking 40 funds, $130 billion in net assets, and 8,000+ underlying loans in one transparent index. 𝗪𝗵𝘆 𝗱𝗮𝘁𝗮 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: • Infrastructure catch-up: Advisors finally get the transparent benchmarking they've had in public markets for decades. • Data at scale: 40 BDCs and 8,000+ loans rolled into one rules-based index. Complexity becomes comparable. • The great leveling: Independent advisors get institutional-grade tools. Until now, private credit lived in a data black box. Advisors relied on fragmented analytics and inconsistent comparisons. 𝗔𝗻 𝗮𝘀𝘀𝗲𝘁 𝗰𝗹𝗮𝘀𝘀 𝗻𝗲𝗮𝗿𝗶𝗻𝗴 𝗺𝗮𝘁𝘂𝗿𝗶𝘁𝘆: Private markets are getting their public market makeover. Transparent benchmarks replace guesswork. Standardized data beats scattered analytics. This is infrastructure that makes private credit more investable at scale. ~~~~~~~~~~~~~ Follow The Private Markets Forum for posts on the people + firms shaping next-gen private markets.

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A weakening U.S. dollar doesn’t just shift global capital flows, it boosts Latin America. Every major period of USD depreciation since 2000 has led to strong performance in LatAm:   +40% average annual returns in equities +20% in sovereign debt +15% in corporate credit   With further USD moderation expected, global investors are revisiting Latin America for stronger returns and diversification. 👉 Stay tuned for more insights from our #EconomicPulse series.

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Public market drawdowns present potential issues to private market investors via the “denominator effect,” which occurs when sharp public market swings push their private allocations off target. Limited private market distributions can amplify the imbalance via a “numerator effect.” Yet, some of the better-performing vintages have emerged during such times. How can private market investors solve for these effects so that they can “keep calm and commit on”? Read our views: http://ms.spr.ly/6048snjjn

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Breaking news: The first spot SOL ETF with staking in Central Asia is now listed on the Astana International Exchange 🇰🇿 Fonte Capital Ltd's Solana ETF (SETF) has been registered under the Astana International Financial Centre (AIFC) framework and admitted to the Official List of the Astana International Exchange - AIX, with trading commencing today on September 5th. This product provides regulated access to SOL in Kazakhstan, combining exposure to the asset with a built-in staking function. For investors, that means a new way to participate in the Solana network’s Proof-of-Stake mechanism through a familiar exchange-traded vehicle. Yerzhan Mussin, CEO of Fonte Capital, called this ETF “a bridge between traditional financial instruments and blockchain technologies.” This development underscores: > Institutional recognition of Solana > Broader accessibility for retail and institutional investors globally > Integration of staking into regulated financial products Kazakhstan continues to emerge as a forward-looking digital asset hub, and we’re grateful to see more jurisdictions around the globe embrace Solana with regulated structures and offerings. More on the news from Fonte Capital at the link in the comments below.

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💸 [#PrivateDebt] | Private debt is at a turning point.   With assets nearing $2 trillion and expected to hit $3.5 trillion by 2028, private debt offers higher yields and lower volatility than public credit, hence stepping in as an interesting alternative to public debt and an attractive diversification tool at a time of retreat from banks.   With more retail investors entering the market, we expect new products with greater accessibility fueled by fintech innovation to be developed. While a number of key risks such as overvaluation and fundraising uncertainties should be considered by investors, private debt’s transformation presents exciting opportunities across ESG, #AI, and global expansion.   To read the full paper, and discover the risks and opportunities of private debt as the industry scales up, follow the link bellow: ⤵️   https://lnkd.in/eWq9UQGx

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