Oaktree points to an expanding distressed opportunity. Plus: a white paper warning of private credit risks; and the latest key industry hires. Here’s today’s brief for our valued subscribers only.
5 min read · 03 October 2022
Cliffwater chief explains how direct lending can weather the storms. Plus: why Carlyle has a positive take on debt in Asia; and the latest key industry hires. Here’s today’s brief for our valued subscribers only.
7 min read · 29 September 2022
S&P finds defaults on the rise. Plus: why the real estate debt financing gap is not out of control; and pensions continue to put their faith in alternative assets. Here’s today’s brief for our valued subscribers only.
4 min read · 26 September 2022
Fortune favours those with the biggest cheques – Proskauer presents four different angles on competition. Plus: Comvest launches a new strategy; and we ask for your input to our latest LP Perspectives Survey. Here’s today’s brief for our valued subscribers only.
5 min read · 22 September 2022
AlbaCore sees some room for optimism in both portfolio company performance and the markets in general. Plus: Tikehau teams up with iCapital to attract wealth managers; and we ask for your input to our latest LP Perspectives survey. Here’s today’s brief for our valued subscribers only.
4 min read · 15 September 2022
Our latest roundtable in the US finds optimism in general but concerns around fundraising. Plus: Kudu takes a stake in Escalate and a new senior hire for Macquarie. Here’s today’s brief for our valued subscribers only.
5 min read · 12 September 2022
Our US Report puts the spotlight on resilient fundraising, despite the economic headwinds. Plus: Arcmont closes the first fund for its newest strategy and KKR, Monroe Capital and LCM Partners announce senior hires. Here’s today’s brief for our valued subscribers only.
5 min read · 08 September 2022
Our September issue explores all the key issues in fund finance. Plus: US direct lending puts up a strong showing, and why maturing loans may present a challenge for the CLO market. Here’s today’s brief for our valued subscribers only.
5 min read · 05 September 2022
Carlyle and amicaa team up for Australia and New Zealand investments. Plus: QIC gets a big new debt mandate and we ask you for input into our subscriber survey. Here’s today’s brief for our valued subscribers only.
5 min read · 01 September 2022
Despite headwinds, a new survey finds European dealflow is stronger than may have been expected. Plus: cautious investors gravitate to inflation-protected assets and S&P predicts a 3 percent default rate next year. Here’s today’s brief for our valued subscribers only.
5 min read · 25 August 2022