Forward Thinking 2025

In this overview of 2024 and look-ahead, CIFC’s Deputy Chief Investment Officer, Stan Sokolowski, offers a thoughtful summary of our macroeconomic and credit market outlook. He does not shy away from highlighting potential risks ahead including geopolitical events and fiscal policy missteps. However, history shows that strong credit selection and disciplined risk management can significantly mitigate these risks. While change is uncomfortable, it brings opportunities, and we see plenty of them in the year ahead... Click here to read the full newsletter.

Steve Vaccaro
CEO and CIO