Loan Note

Loan Note: How AI might be the saviour of ESG investing; insurers persuaded of alternatives’ benefits

Artificial intelligence tipped to be the saviour of ESG investing; KKR thinks insurers’ shift to alternative assets is permanent; and why borrowers have gone from public market to private (and back again).

Loan Note: Some debt facilities under pressure from PE exit drought; Permira sees move back to mid-market

Fitch sees problems ahead for debt facilities dependent on PE exits; Permira notes a return to mid-market deals; and Carlyle teams up with Sungage in the solar sector.

Loan Note: Private debt support steady as equities demand booms; rising to the challenge from syndicated market

Equities back in fashion among those searching for managers; AlbaCore expects private debt resilience amid syndicated fightback; and Arrow extends its footprint in Southern Europe.

Loan Note: Defaults remaining steady, KBRA finds; APAC LPs keen to allocate more to asset class

A ‘muted’ default situation is discovered by ratings agency KBRA; Singapore and Hong Kong investors keen to allocate to private debt; and the deadline is approaching for Women of Influence nominations.

Loan Note: The broadly syndicated fightback; debt funds register strong performance

Direct lenders are seeing more competition from the broadly syndicated loan market; debt funds have been seeing strong performance; and Brookfield forms partnership with Castlelake.

Loan Note: In defence of private market performance; Arizona hands AXA IM Alts an SRT mandate

Cliffwater highlights outperformance of private markets versus public; Arizona hands significant risk transfer mandate to AXA IM Alts; and Blackstone makes double hire.

Loan Note: Fees on the rise in direct lending; mixed signals on fundraising

Average direct lending fees move higher than last year; fundraising totals low but sentiment remains positive; and BlackRock seeks out value in the credit universe.

Loan Note: Challenges confronting the BDC market; defaults escalate but no cause for alarm

The BDC market is facing economic and interest rate headwinds; private credit’s default rate goes up, but remains modest; and Cheyne moves back into SRT market with key hire.

Loan Note: Three key takeaways from our PERE Europe event; different views of private credit returns

Notes of calm at our PERE Europe event; views diverge on private credit returns; and DWS moves into capital solutions.

Loan Note: Fitch report questions whether sponsors will maintain support; tokenisation comes to the infrastructure market

Sponsor support for troubled companies can no longer be taken for granted, says Fitch; tokenisation arrives in the infrastructure private funds market; and a rebranded Tiptree is formed.