PEI Private Credit Staff Writer
Could we be entering a new inflationary era? At the very least, it is a topic of conversation again. Plus, US defaults to increase but fall below GFC levels and CALCAP launches a new multifamily lending platform. Here's today's brief for our valued subscribers only.
How we conducted Private Debt Investor’s annual LP Perspectives Study.
Aware Super’s senior portfolio manager, Jenny Newmarch, explains how the Australian super fund is engaging with managers on climate change.
From GP best practice sharing to university outreach, the Swedish pension fund's sustainability manager Anna Follér outlines the fund’s efforts.
Our second annual ranking of the world’s largest institutional private debt investors.
Tikehau Capital’s Cécile Lévi and Joss Trout explain why they believe European direct lending thrived in 2020 despite covid-19.
The pandemic has accelerated many themes already evident in private credit, with growing allocations to the asset class and more capital gravitating to the largest managers, say Jeffrey Griffiths and Richard von Gusovius, co-heads of global private credit at Campbell Lutyens.
Well-established lenders can prosper as private debt’s performance impresses investors, say Antares Capital’s David Brackett and Vivek Mathew.
Versatility and forward-thinking were the order of the day for debt funds last year, say David Allen, managing partner and chief investment officer, and Bill Ammons, founding partner and portfolio manager, at AlbaCore Capital Group.
The asset class came through 2020 in good health, but investors will ask questions as they look to differentiate, says Tavneet Bakshi, partner and head of EMEA at FIRSTavenue.