Golub Capital Altman Index jumped 21%, and technology earnings soared 54%, compared to 2019.
2 min read · 20 January 2022
Inflation and high valuations are among the factors making investors a little more uncomfortable than normal about private credit’s prospects.
2 min read · 20 January 2022
ESG considerations are hampered by lack of data. Plus: Howard Marks on the right (and wrong) time to sell and our latest fundraising figures show investors flocking to senior debt. Here’s today’s brief for our valued subscribers only.
5 min read · 20 January 2022
The real estate investment arm of Prudential attracted first-time limited partners to the fund partly on strong past performance.
3 min read · 19 January 2022
The manager expands its reach into the mass affluent market with the launch of a $1bn vehicle and a stake in CAIS.
2 min read · 18 January 2022
All Seas Capital, founded by Marc Ciancimino and Cristobal Cuart, has raised €330m for a €500m-target vehicle that seeks mid-market opportunities in Western Europe.
1 min read · 17 January 2022
Non-bank lending is growing in popularity, but it can be tough to find the best way to access this lucrative and increasingly important part of the economy. Pollen Street’s Matthew Potter takes a look at how to make good investments in the sector.
5 min read · 17 January 2022
The US mid-market is riding a wave but there are issues for the industrials sector. Plus: a word of caution on the use of leverage in an inflationary environment and how fundraising has bounced back. Here’s today’s brief for our valued subscribers only.
4 min read · 17 January 2022
In a time when supply has been unable to meet demand, lenders have been kept on their toes finding innovative ways to oil the wheels of the economy. Bob Dean and Charles Sharf of White Oak Commercial Finance explore some key trends.
4 min read · 17 January 2022