News & Analysis

‘Do we still have structural protections in the face of inflation?’

In our latest video on the topic, we discover that Emmanuel Deblanc of Allianz Global Investors has high hopes for the ability of private markets firms to make the adaptations needed to accommodate changing circumstances.

Loan Note: How ESG has claimed the spotlight in debt; ELFA aims for term sheet transparency

Five trends in responsible lending from our newly published special report. Plus: ELFA calls for more transparent term sheets and a chart shows the unstoppable rise of private debt’s top fundraisers. Here’s today’s brief for our valued subscribers only.

How to build a debt portfolio today

Key portfolio construction priorities come to light in conversation with a Canadian investor.

Loan Note: The PDI 100 revealed; Partners urges caution around inflation and rates

Check out our newly published ranking of the top fundraisers in private debt. Plus: Partners finds pluses and minuses in the outlook for the asset class and AXA IM Alts closes a niche fund. Here’s today’s brief for our valued subscribers only.

NREP enters real estate debt with German platform acquisition

The Nordic manager is buying an existing real estate credit business with a Munich-based team as part of wider plans to expand its core capabilities in the property sector.

How to fund the most expensive project in the world

Moving to green energy will need huge sums of capital. Private lenders are well placed to marry institutional money to vital projects. John Bakie reports

From the ground up: The Canadian LP building things differently

Jennifer Hartviksen joined IMCO in 2020 to lead its creation of a global credit portfolio. She reflects on how the organisation has plotted a way forward

Why investors are taking a shine to gold

With the spectre of inflation continuing to rise and gold prices approaching five-month highs, investors are once again flocking to the metal. And amid the renewed interest, two firms have designed private offerings to help capture some of the potential upside, writes Robin Blumenthal.