Russell Gannaway
Latest Insights
Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.
Credit markets continue to shift, reshaping where opportunities emerge for investors. In this Milken Institute Global Conference follow-up, portfolio managers Kris Kraus and Russell Gannaway explain where lending gaps have opened, how private capital is stepping in, and why underwriting and active management matter more than forecasts.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
Unlocking durable income through discipline, active value creation, and local insight
How to unlock value in a complex real estate market landscape