The covid-19 crisis is prompting portfolio re-evaluations and alternative assets are of particular interest, according to a bfinance report.
2 min read · 06 May 2020
Many investors have come to private debt from fixed income and are conservative on risk/return. We examine those with bold takes on portfolio construction. Royal Mail is at the forefront.
10 min read · 01 May 2020
A new reporting guide will divide the companies that are keen to impress with their transparency from those uncomfortable under the spotlight.
2 min read · 30 April 2020
The pressures of covid-19 have turned lending into a stressed opportunity for fund managers keen to dictate realistic terms with borrowers.
2 min read · 23 April 2020
Volatile times encourage opportunism and today’s most interesting strategies may demand investor flexibility.
3 min read · 16 April 2020
The coronavirus pandemic is having grave and sweeping effects, but investors must start somewhere as they plot their next steps.
2 min read · 09 April 2020
Collateralised loan obligation losses could hit $100bn in the next two years, one firm predicts.
4 min read · 07 April 2020
The insurance giant has promoted a member of its global credit investment team to lead its $10bn push into alternatives, Private Equity International has learned.
2 min read · 07 April 2020
Unlike 2008, ‘you have a situation where revenues have gone to virtually zero overnight’.
6 min read · 02 April 2020
Two European LPs have already defaulted on capital calls, and more are rumored, as LPs get hit with a one-two punch of large, often early capital calls and drying up distributions.
5 min read · 30 March 2020