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.
Latest
Security Blanket: The Features and Benefits of Senior Secured Loans
Learn the benefits and risks of investing in senior secured loans
Financial Advisors are Steering Clients into Alternative Investments
Learn why RIAs and financial advisors are steering their clients into private credit investments.
Heron Finance’s 2% Management Fee Explained
Many investors have been asking what our 2% management fee covers. This articles explains why we charge a 2% fee, and compares how our 2% fee stacks up with the fees of other investment products.
What are High-Yield Investments?
As investors look to diversify away from stocks and bonds, they are increasingly targeting high-yield investments. What are these investment types? What features and benefits do they offer? And what risks do they pose to investor portfolios? Read on to learn more.
What is IRR and Why is it Important?
Internal rate of return is a popular method for calculating the return of an investment. This article explores IRR and its usefulness, how it compares to ROI, and why investors should take notice.
What is the Secured Overnight Financing Rate (SOFR) and How Does it Work?
Lenders use the Secured Overnight Financing Rate to determine the interest rate borrowers will pay. This article dives deep into SOFR, exploring this crucial component of the lending markets.
What are the Alternatives to Investing in Stocks?
Stocks are notoriously volatile, which has many investors looking for ways to diversify away from the stock market. This article explores alternative assets that are available to accredited investors.
What are the Alternatives to Investing in Bonds?
Investors look to bonds for consistency and as a hedge against stocks. With bonds and stocks growing more correlated, what alternatives are there for investors looking to diversify away from the stock market?
Let’s Get Ready to Rumble! (over private credit)
Does the rise of private credit pose a systemic risk to the broader economy? Jamie Dimon and Mark Rowan duke it out in a very public tit-for-tat. Heron Finance brings you the action from ringside.
Why Private Credit Secondaries are the First Choice for Many Investors
Private credit investors have long lamented the dearth of a robust secondaries market. Yet digital platforms like Heron Finance are building diversified portfolios of private credit secondary transactions for accredited investors; representing a dramatic shift in the overall investment landscape.
What are Uncorrelated Assets and Why Do Investors Care?
One of the primary benefits of investing in alternative assets is their lack of correlation with public markets. This article explores that benefit in greater detail, as well as the risks associated with these types of assets.
How to Invest in Private Credit Funds for Retail Investors
Retail investors have long been excluded from investing in private credit. But digital platforms like Heron Finance are making it possible for accredited investors to access this growing asset class.
Why Do Borrowers Use Private Credit?
One of the common questions we hear from investors is, 'if private credit loans are so expensive, why do borrowers accept them?'
This article highlights the regulatory shift that has acted as a tailwind for the wider adoption of private credit loans amongst commercial borrowers.