Loan Note

The view from Europe: our Summit and a new Private Debt Investor report on market conditions. Also: MEAG head of infra debt departs; and dividend cut at Blue Owl BDCs. Here’s today’s brief for our valued subscribers only.

Our PDI Europe Summit next week will tackle the big questions around private credit. Also, we gain hints about the future of regulation for the asset class; and L&G sustainability head moves on. Here’s today’s brief for our valued subscribers only.

Secondaries on the rise, but LPs and GPs don’t always see eye to eye. Also, Pemberton highlights US/Europe disparity over retail and software woes; and private credit deals on the up in Africa. Here’s today’s brief for our valued subscribers only.

Focus on ELTIFs as liquidity challenges persist. Also, Sound Point launches interval fund; and secondaries maintain fundraising momentum. Here’s today’s brief for our valued subscribers only.

LPs at Japan Korea Week make the case for slow deployment. Also, misleading marketing cited as main reason for evergreen redemptions; and consumer and software defy the doubters in Q1. Here’s today’s brief for our valued subscribers only.

Why AI disruption may be more of a private equity than private credit problem. Also, Park Square’s Doumar on killing cockroaches; and Sycamore Tree launches into secondaries. Here’s today’s brief for our valued subscribers only.

In a deep dive, we examine how the ‘asset-light’ business model favoured by private equity and private credit is under scrutiny. Also, new debt firm Square Nine forms partnership; and UK pension Nest puts £450 million backing behind Crescent Capital Group. Here’s today’s brief for our valued subscribers only.

Despite the issues around redemption requests in semi-liquid funds and concerns over AI disruption in the software sector, fundraising is going strong. Also, Moody’s sentiment on the BDC market takes a turn for the worse; and Hamilton Lane gets the go-ahead for an interval fund. Here’s today’s brief for our valued subscribers only.

Andalusian and Carlyle sign joint venture. Also, Värde reaches SRT deal with Klarna; and Sona bolsters its Japan connections. Here’s today’s brief for our valued subscribers only.