Opinion

401(k) – no more putting the cat back in the bag

While unfair criticisms persist, reasonable questions remain about preventing problem assets being dumped on retail investors.

PIK, the quick fix that stirs controversy

Seen by some as a useful liquidity tool and by others as a disguiser of stress, payment-in-kind has become one of today’s big talking points.

Deployment: the next fundraising differentiator

Why the ability to deploy capital quickly is becoming key to a manager’s ability to tee up their next fund.

The weight of capital that will overcome fundraising blips

Tariff-generated volatility froze capital raising in its tracks in Q2, but investors of all stripes are preparing bigger private debt allocations.

Jack of all strategies, or master of one?

There is much talk of LPs expanding into new areas of private debt, but some are simply choosing a new approach to a familiar strategy.

Could a LIBOR-style scandal happen again?

The LIBOR scandal finally came to an end this week, after two London traders had their convictions overturned. But could interest rates be manipulated like this again?

Determining private credit’s systemic risk

While regulators are worried about systemic risk from private credit, KBRA research suggests risk is contained.

Infra debt: In it for the long term

Infra debt is facing an uncertain time but the long-term trend to energy transition bodes well for the asset class

The shifting perspective of Korean and Japanese LPs

We heard first-hand from some of the countries’ most influential investors about their concerns, ambitions and strategic priorities on the cusp of H2.