Gifford West of non-performing loan advisory firm Alpine Tremont says the pandemic’s impact on consumer behaviour means a wave of real estate loan defaults is inevitable.
4 min read · 09 February 2022
Our latest cover story uncovers the key issues around sustainability-linked loans. Plus: Oaktree issues caution around leverage and HPS unveils its first BDC. Here’s today’s brief for our valued subscribers only.
5 min read · 07 February 2022
Global asset manager, PineBridge Investment, has announced a final close on PineBridge Private Credit II at $1.7bn.
1 min read · 04 February 2022
This week saw Coller raise a record-breaking fund for the strategy, but LP sentiment for credit secondaries does not appear to be as supportive as you might think.
2 min read · 03 February 2022
Fund manager spots “more pronounced signs of credit weakness” in certain industries. Plus: Carlyle buys net lease business and AXA IM Alts makes a key hire in Asia-Pacific. Here’s today’s brief for our valued subscribers only.
5 min read · 03 February 2022
Coller Credit Opportunities I came to market in May, targeting $750m, and is managed by partners Michael Schad, Ed Goldstein and Martins Marnauza.
2 min read · 03 February 2022
The Los Angeles-based manager is angling itself for another round of volatility, says Justin Guichard, co-portfolio manager of the platform.
4 min read · 01 February 2022
Real estate debt has remained popular even through the challenges of covid, but investors must be alive to changing dynamics. John Bakie reports
5 min read · 01 February 2022
Having exploded onto the scene in the broadly syndicated market, the impact of sustainability-linked loans is now being felt in private debt. But managers need to make sure they do not stand accused of greenwashing. By Andy Thomson
10 min read · 01 February 2022
Fundraising and dealflow appear resilient in the face of covid, but the Chinese real estate sector gives pause for thought. Mark Cooper reports
5 min read · 01 February 2022