Our May 2022 issue brings you thoughts from the market on the biggest challenges facing private debt. Plus: an Arena paper questions assumptions about diversification and the asset class gets a thumbs-up from investors. Here’s today’s brief for our valued subscribers only.
4 min read · 05 May 2022
‘The prospect of inflation and rising interest rates hasn’t changed how we think about investing capital nor our investment approach,’ says Michael Ewald, global head of private credit at Bain Capital Credit.
5 min read · 04 May 2022
It’s a new innovation that appears to benefit both private credit managers and insurance investors. But it is also complex and those using it should tread carefully, writes Cameron Roper
5 min read · 03 May 2022
Credit secondaries are a small but rapidly growing part of the asset class. Recent events bode well for this niche market, John Bakie reports
5 min read · 03 May 2022
For the lending industry, it’s the end of an era. But what does the move to new rates mean, and how is it being done? Aymen Mahmoud and Stephanie McCann of McDermott Will & Emery explore the latest developments
4 min read · 03 May 2022
From proposals to strengthen disclosure rules to the digitisation of information, experts share their views of the effects on fund administration. By Robin Blumenthal
4 min read · 03 May 2022
A new study has revealed how pertinent information regarding a borrower’s financial health may be kept hidden from lenders, writes Andy Thomson.
3 min read · 03 May 2022
Investors might want to consider emerging markets as events in Ukraine, rising inflation and interest rate hikes threaten to make developed markets less appealing bets for private credit, according to a conference session attended by Alex Lynn.
2 min read · 03 May 2022
Those waiting for distressed debt activity to pick up have needed a lot of patience. Are they finally set to be rewarded?
2 min read · 03 May 2022
Investors sense an opportunity to pursue more niche and specialised strategies in the distressed debt space. Rob Langston considers how the market is innovating after covid.
5 min read · 03 May 2022
