Sendero Investments

Private Credit

Private credit is now a $2+ trillion market, having evolved significantly since its origins in the 1990s, when it primarily focused on lending to distressed borrowers. In this article, our Investment Team shares insights on the recent media coverage surrounding growing stress within certain segments of the private credit market.

S&P 500 Index Level vs. Wars & Conflicts

Wars and geopolitical conflicts have been a constant throughout history, and recent events may prompt investors to revisit how markets have performed during these periods. The chart below highlights the S&P 500 Index levels dating back to 1927, alongside several major wars and conflicts from then until now. While uncertainty can influence markets in the short term, this long‑term view underscores the market’s resilience and reinforces the importance of maintaining a disciplined, long‑term perspective.

2026 Market Outlook: Bull-Bear

Join our investment team for a discussion on our 2026 market outlook, featuring bull, bear, and base case scenarios. They also revisit key themes that shaped 2025, such as inflation and AI, and explore how equity markets are positioned, highlighting where risks may lie and where opportunities may emerge.

Quarterly Investments Webinar: 3Q2025

Our third quarter investments webinar is now available! Join our Investment and Research Team as they review how we performed against our 2025 bull-bear scenarios, portfolio construction and asset allocation, as well as themes we have observed in the macro environment, equity markets, and more.