Luxembourg continues to increase private debt funds under management at a rapid pace. Plus: an Alternative Credit Council report finds there is still optimism around capital deployment; and net-zero expectations are laid out by asset owners. Here’s today’s brief for our valued subscribers only.
5 min read · 28 November 2022
QIC has warm words for infrastructure, especially junior debt. Plus: businesses admit they’re not meeting sustainability reporting expectations; and the latest key hires. Here’s today’s brief for our valued subscribers only.
4 min read · 24 November 2022
EY survey shows investors bullish on private credit. Plus: Fitch and S&P both expect rising default rates; and Monroe points to still-subdued leveraged loan issuance. Here’s today’s brief for our valued subscribers only.
5 min read · 21 November 2022
Private markets are still favoured as investors worry about manager performance. Plus: Europe’s unitranche market holding steady so far; and the latest from the BDC reporting season. Here’s today’s brief for our valued subscribers only.
6 min read · 17 November 2022
White Oak strikes an innovative reality TV deal. Plus: Ares makes progress on fundraising for its acquired infrastructure unit; and S&P charts tough times ahead for CCC credits. Here’s today’s brief for our valued subscribers only.
4 min read · 10 November 2022
Fitch discovers the leveraged loan market adapting to tough new realities. Plus: fundraising bears up well so far; and Monroe launches a new CLO. Here’s today’s brief for our valued subscribers only.
5 min read · 07 November 2022
A reminder to peruse some of our latest content, including Rising Stars and our Global Investor 50. Plus: KKR seeks to connect with new investors; and McKinsey finds evidence that fund managers will be rewarded for diversity. Here’s today’s brief for our valued subscribers only.
5 min read · 03 November 2022
Mid-market borrowers will struggle to generate enough cashflow to cover interest expenses, according to KBRA. Plus: the UK and senior debt closed-end funds dominate Europe’s debt fund market; and S&P finds negative rating pressure building. Here’s today’s brief for our valued subscribers only.
4 min read · 31 October 2022
UK investors are shifting their allocations from private markets to fixed income, a bfinance poll finds. Plus: a new firm is launched for the US lower mid-market; and defaults are going up, including in the highly favoured healthcare sector. Here’s today’s brief for our valued subscribers only.
4 min read · 27 October 2022
It’s a more complex, specialist world of investing. Further thoughts arising from our Europe Summit. Plus: signs of slowing growth in US commercial property; and European leveraged loan issuance plummets. Here’s today’s brief for our valued subscribers only.
5 min read · 24 October 2022