News & Analysis

Co-CEO Marc Lipschultz pushes back on the ‘panic’ narrative, saying it is driven by sentiment, not fundamentals.

Our PDI Europe Summit next week will tackle the big questions around private credit. Also, we gain hints about the future of regulation for the asset class; and L&G sustainability head moves on. Here’s today’s brief for our valued subscribers only.

Blackstone’s Jon Gray took on the negative headlines around the asset class last week. The importance of a staunch defence against the criticism should not be underestimated.

San Francisco-based manager focuses on growth-stage, mid-market tech with long-term demand.

Adams Street survey finds an expectation of growing allocations from individual investors despite limited awareness of private equity and credit structures.

Primary Wave’s fourth and largest such fund exceeded its original $1.5bn target fundraise and hard cap.

Private lenders have come to dominate real estate lending in the UK, according to research by the London School of Economics.

Infrastructure debt is increasingly popular among LPs, particularly those with more established credit portfolios.

The hedge fund and activist investor says it will target public and private BDCs at 30% or more discounts to NAV.

Four factors weigh on the sector: leverage, redemptions, asset quality and the risk of obsolescence by AI.