News & Analysis

LPs should prioritise credit selection rather than splitting their portfolios across ’20 or 30’ GPs, says Daniel Garant, global head of capital markets and credit investments.

Mathieu Paillat, a former PAI Partners executive, will join as part of the European Corporate strategy, which focuses on flexible capital solutions.

The closing of Comvest Credit Partners VII exceeded its target fundraise of $2.5bn

Why AI disruption may be more of a private equity than private credit problem. Also, Park Square’s Doumar on killing cockroaches; and Sycamore Tree launches into secondaries. Here’s today’s brief for our valued subscribers only.

Headline risks appear to be having a profound impact on allocations from the country.

A growing number of LPs in South Korea see secondaries as an opportunity to invest in credit at a low price with downside protection.

At least two Korean LPs are temporarily holding off on new commitments to corporate credit funds.

A record first quarter speaks to continued institutional investor enthusiasm for private debt despite concerns on the retail side.

Consultant for $14bn pension plan, Callan, provided an overview of private credit’s potential tailwinds that ran the gamut – from retail investors to defaults and AI disruption.