Private credit has grown sevenfold in a decade. Now comes the hard part.Our latest whitepaper breaks down what's happening beneath the surface of the asset class, from spread compression and rising shadow default rates to the AI-driven credit risk that investors may not be pricing in.The question isn't whether private credit survives. It's which managers are built for the next cycle.Marc Raffoul, Kabi Thaya, CFA, CAIA, Mikael Hebert, Annie Bélanger, Shezhan Shariff, Brock Sandblom, CFA #rbcwea ...

Oak Hill Financial Inc.

Canada’s submarine procurement is becoming more than a defence purchase — it is a signal of a broader shift from commodity trade to allied industrial integration. South Korea’s bid, and Germany’s competitive response, show how defence manufacturers are increasingly offering local production, technology transfer, supply-chain partnerships, and Canadian economic benefits rather than simply exporting finished products. For investors, the key theme is that Canada may capture more value domestically ...

Oak Hill Financial Inc.

Our latest white paper examines deglobalization and the implications for portfolio construction. Inside, we break down: → Why deglobalization may be a structural regime shift, not just another cycle  → How the post-COVID world has reframed global dependence as a vulnerability  → How friendshoring, reshoring, and nearshoring are reshaping capital flows and supply chains  → Which sectors may benefit from these shifts, and which could face lasting structural headwinds  → What major institutions su ...

Oak Hill Financial Inc.