Janet Yellen puts the regulatory focus on non-banks. Plus: real estate deal volume tracks down; and Partners Group highlights how private markets are increasingly usurping their public equivalents. Here’s today’s brief for our valued subscribers only.
5 min read · 27 April 2023
AXA IM Alts highlights the growth of the significant risk transfer market. Plus: Oaktree’s Howard Marks expresses concern about commercial real estate; and S&P highlights various potential stresses in the system. Here’s today’s brief for our valued subscribers only.
5 min read · 24 April 2023
Golub Capital index finds US mid-market companies proving surprisingly resilient. Plus: France challenges the UK’s status as Europe’s leading private debt market; and Värde Partners anticipates a deep credit cycle. Here’s today’s brief for our valued subscribers only.
5 min read · 20 April 2023
Fitch cites reasons for concern as private debt faces “biggest test” since GFC. Plus: Davidson Kempner makes the case for opportunistic credit; and RBS International finds hitting science-based targets is proving a tough task. Here’s today’s brief for our valued subscribers only.
5 min read · 17 April 2023
The hunt for yield may have been replaced by the hunt for capital, but KKR thinks it’s still good news for private debt. Plus: two surveys contain promising indications of investor sentiment; and we bring your attention to our Mid-Market Lending report. Here’s today’s brief for our valued subscribers only.
5 min read · 13 April 2023
Our April cover story examines prospects for the non-sponsored market. Plus: the drop in fees for continuation vehicles; and growing demand for private debt from insurers. Here’s today’s brief for our valued subscribers only.
5 min read · 06 April 2023
We report on some of the key observations from last week’s APAC Forum, including the rise of direct lending. Plus: a new fund launch from Nomura and why private funds need to be careful about sanctions. Here’s today’s brief for our valued subscribers only.
7 min read · 03 April 2023
While we may be in a bear market, a number of recent reports indicate this may be a bullish time for private credit funds. Plus: Blackrock says it is hard to predict how credit market macro conditions will evolve, while White Hawk launches a new fund. Here’s today’s brief for our valued subscribers only.
6 min read · 30 March 2023
Credit a priority as family investors broaden horizons; Hunter Point acquires stake in L Catterton. Plus: new hires for CIFC and SVP. Here’s today’s brief for our valued subscribers only.
5 min read · 27 March 2023
Subdued European M&A sees glimmer of hope for H2; credit investors fall behind on ESG. Plus: Australia’s First Sentier takes a slice of the UK’s AlbaCore. Here’s today’s brief for our valued subscribers only.
5 min read · 23 March 2023
