Opinion

North America data overrides negative sentiment

Investors have concerns over the region – but that doesn’t mean capital will be redirected elsewhere any time soon.

Flipping the script on interest rates

Expectations that interest rates will see further cuts this year fade as war in the Middle East continues to weigh on markets.

Sustainability-linked loans have a new use case

Lenders are starting to use SLLs for more than just operational improvements.

LPs are worried, but not by the noise

While the vibe at the PDI Europe Summit was largely positive, there are concerns over the asset class, though they’re not the ones currently getting most attention.

Jirí Król: Private credit is not avoiding risk, it’s bearing it better

The asset class offers a vital channel to borrowers during periods of stress, argues the global head of the Alternative Credit Council.

The gloves are off in private credit’s PR fight

Blackstone’s Jon Gray took on the negative headlines around the asset class last week. The importance of a staunch defence against the criticism should not be underestimated.

Investor mindsets diverge

While the retail investor flight from private credit garners the majority of coverage, institutions are staying put.

Korean LPs are on the back foot

Headline risks appear to be having a profound impact on allocations from the country.

Defence moves to the frontline

A huge increase in government spending, increasingly positive investor sentiment and a shift from the new economy to the old – all reasons why European defence is a lender target.