News & Analysis

Even while maintaining allocation targets for the asset class, the $63bn system is lowering its assumed return to reflect a more competitive environment for credit funds

Join us for a week of insights into private debt perspectives from Japan and Korea. Also, our infrastructure extravaganza in Berlin reveals strong views on semi-liquid funds; and Blackstone makes senior wealth capital appointments. Here’s today’s brief for our valued subscribers only.

Stress in private equity funds and portfolio companies could open up opportunities for opportunistic credit managers, DK’s white paper argues.

The CLO issuance is routine but comes after a 0.4% decline in February, the BDC’s first monthly loss in three years.

‘Mis-selling and ‘mis-structuring’ at the heart of issue for retail vehicles. Also, second close for Blue Torch fund; and our data reveals LPs’ strategic preferences. Here’s today’s brief for our valued subscribers only.

While there appears to be investor support for greater convergence of public and private debt, fund structuring issues need to be resolved.

We take an in-depth look at LP demand for private credit strategies, with several rising in popularity while others go out of favour.

The speciality insurance business will look to exploit opportunities in underserved markets requiring complex risk solutions.

Apollo and Ares’ funds join a growing list of funds enforcing redemption limits, seeking to avoid downgrades.