A confluence of factors seems to be setting up the credit markets for some rough going, and it appears that private debt won’t escape unscathed this time around.
2 min read · 01 December 2022
A new survey from bfinance finds the appeal of private markets remains intact as investors seek to diversify. Plus: Golding urges regulators to consider fund of funds’ role in reducing risk; and Pictet hires a trio for its private debt strategy. Here’s today’s brief for our valued subscribers only.
4 min read · 01 December 2022
The collateralised loan obligation market has a good track record through cycles, but how will it stand up to an unprecedented set of challenges? Robin Blumenthal speaks to a wide range of players to find out the expert view
10 min read · 01 December 2022
Increasing competition as economic conditions become more difficult is one of the major challenges direct lending faces.
3 min read · 01 December 2022
Bain Capital explains how it is navigating the difficult economic waters ahead.
4 min read · 01 December 2022
The market in enhanced equipment trust certificates is frozen, but underlying sale-and-leaseback transactions continue. Christopher Faille reports
5 min read · 01 December 2022
Allianz GI’s Claus Fintzen explains why infrastructure debt can help portfolios in difficult macroeconomic circumstances.
3 min read · 01 December 2022
Two surveys provide evidence of a mixed outlook for private debt among LPs.
3 min read · 01 December 2022
As interest rates have climbed this year, investors have been tempted by the higher yields now available on collateralised loan obligations.
3 min read · 01 December 2022
The investing environment has become volatile and unpredictable, but Isabelle Scemama and Deborah Shire of AXA IM Alts see opportunities ahead for private debt and alternative assets overall.
8 min read · 01 December 2022
