Anonymous, ephemeral insights from verified institutional allocators. All messages disappear after 24 hours.
Seeing significant rotation from growth to value in our institutional book. Clients nervous about duration risk.
Private credit spreads tightening faster than expected. May be time to take some chips off the table.
Infrastructure pipeline looking strong for Q2. Several large pension funds increasing allocations.
Treasury curve steepening trade gaining momentum. Watch the 2s10s spread closely.
Emerging markets debt looking attractive at current spreads. Contrarian opportunity?
All whispers are anonymous and ephemeral. Author identities are never revealed. Insights are for informational purposes only and do not constitute investment advice.