Monthly insights: The case for private equity (November 2025)
We share five charts that show why private equity has the potential to help accredited investors diversify their portfolios beyond public markets.
Latest
Monthly insights: Time to tune out Jamie Dimon (October 2025)
Monthly insights: Making sense of new data (September 2025)
Monthly insights: What the headlines miss (August 2025)
Heron Finance Adds Antares Private Credit Fund to Client Portfolios
Monthly Insights: Heron’s Response to Jamie Dimon’s Private Credit Paradox (July 2025)
What Makes Middle Market Loans Attractive for Investors? A Q&A With PGIM
Education
The 60/40 is Dead. Long Live the 60/20/20
Learn why investors are moving away from the traditional 60/40 stock-to-bond portfolio, and how they're allocating their investments.
Security Blanket: The Features and Benefits of Senior Secured Loans
What are High-Yield Investments?
What is IRR and Why is it Important?
What is the Secured Overnight Financing Rate (SOFR) and How Does it Work?
What are the Alternatives to Investing in Stocks?
What are the Alternatives to Investing in Bonds?
Private Credit Insights
Monthly insights: Time to tune out Jamie Dimon (October 2025)
This month, we look at why Jamie Dimon's comments shouldn’t be viewed as an alarm bell for private credit (let alone systemic risk). If anything, it is more reflective of challenges in the bank loan market.
Monthly Insights From Heron: Tariff Talk (April 2025)
How Private Credit Can Help Investors Weather Volatile Markets
Q&A with a 20+ year private credit veteran: 3 trends to watch, how to prepare for downturns, and more
Private Credit: 5 Charts All Investors Need to See in 2025
3 Misconceptions About Private Credit: What Investors Need to Know
