Opinion

The big numbers that hide investor caution

Are LPs necessarily as enthusiastic about committing capital as the fundraising data suggests?

Insurers weigh opportunity and risk

Insurance firms are among private credit’s biggest supporters, but do they have the internal safeguards to engage appropriately with the asset class?

The next stage in CRE loans post rate shock

It may once again be time to consider lending to certain mid-market property types.

How fundraising is defying expectations

Headline numbers and strategic priorities point to strong levels of institutional support, even for areas of the market under scrutiny.

Jiří Król: Regulators provides one good model, two with work to do

The Fed’s disciplined analysis of private credit stands in sharp contrast to the FSB’s too-broad definitions and the ECB’s skewed scenarios, argues the global head of the Alternative Credit Council.

A brief history of (investment) time

Timescales matter to investors, often in very different ways, and GPs need to think about how they can cater to those with different outlooks on the future.

How Asia-Pacific’s character is changing

We noted key takeaways from this week’s Private Debt Investor APAC Forum in Singapore.

Light at the end of the tunnel for M&A

The new deal market has been hampered by negative internal and external factors, but there are signs they may be easing.

Private credit sharpens focus on climate’s missing middle

Recent moves by Lightrock, Nest and Galvanize offer signs that the private credit market is starting to bridge the climate financing gap, but there is still a long way to go.

The two “D’s” – a new era of dislocation and dispersion

This week’s publication of our latest fund performance data was a reminder that strong returns can be made in troubled times.