Opinion

Why sustainability-linked loans should be a talking point

For borrowers and their sponsors, SLLs are a direct way of ensuring ESG integration is a lever for financial value.

The bankruptcy blame game

Signs of credit stress are emerging, but there are different views over its relevance for the private debt market.

Brookfield’s Oaktree deal shows real estate private credit growth potential

The New York-based manager is aiming for growth – and the real estate credit capabilities of Oaktree are critical to that initiative.

Five takeaways from the PDI DACH Forum

Spread compression, the First Brands bankruptcy and geopolitical risk were among the talking points at our annual gathering in Munich.

Two key trends – and the data to support them

Talk has been growing louder about capital migrating away from the US and the rise of private credit secondaries. Evidence for both has emerged in our latest research.

Is junior capital PIK’s innocent victim?

Why the ‘good’ vs ‘bad’ PIK debate is also about junior capital vs senior debt.

Why run a credit CV?

It is more in credit GPs’ interests to actively pursue liquidity than remain passive with tail-end portfolios.

Five insights from the PDI Network New York Forum

Still popular and going strong, but various forces are building that could test private credit’s famed resilience.

Mid-market lenders step up as maturity wall looms

A rise in ventures targeting programs of less than $100m a loan should be viewed as a barometer for broader commercial real estate financing markets.

GSE re-privatisation – are sovereign funds poised to benefit?

With Fannie Mae and Freddie Mac potentially in line to lose their grip on the US residential mortgage market, might SWFs be among those filling a financing gap?