Investors

Ares brushes off negative sentiment in Q1 earnings

CEO Michael Arougheti expressed confidence for future dealmaking as the effects of the Iran war normalise.

VCERA’s consultant stresses insulation from negative headlines even as system slows pacing

Southern California pension with $9.5bn in assets approves plans for a third year of stepped-down private credit commitments as it draws closer to allocation target

LP activity intensifies in rush for liquidity

A distribution desert has led to a surge in first-time LP sellers, while a challenged fundraising market has heralded the return of the primary staple.

Three key reasons why Europe is rising up credit LPs’ agendas

Investors are looking to expand into new strategies and sector specialisms as focus on the continent intensifies.

European lenders prepare for influx of retail investment

European managers say that changes to fund structures are only the beginning of the continent’s retailisation trend.

Blue Owl seeks to reassure investors following Q1 earnings

Co-CEO Marc Lipschultz pushes back on the ‘panic’ narrative, saying it is driven by sentiment, not fundamentals.

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.

Investors fly blind into private funds

Adams Street survey finds an expectation of growing allocations from individual investors despite limited awareness of private equity and credit structures.

Primary Wave holds $2.2bn final close on music royalties fund

Primary Wave’s fourth and largest such fund exceeded its original $1.5bn target fundraise and hard cap.

Infra debt most popular for 2026 credit allocations – research

Infrastructure debt is increasingly popular among LPs, particularly those with more established credit portfolios.