In times of rapid market change, the temptation is often to react quickly by making sense of new information through the lens of daily price moves and hourly headlines. But when structural shifts are underway, a more productive approach can be to zoom out and evaluate what’s happening in the context of long-term trends and historical precedents. That’s especially true now that global trade policy takes centre stage once again.

Hayfin’s latest report, Opportunities in Volatility, outlines our approach to navigating significant geopolitical and economic headwinds, including the impact of tariffs, trade tensions, and supply chain disruptions on global financing.

The report includes an in-depth analysis of the current private credit landscape and examples of how these dynamics have shaped our strategies for capital deployment.