News & Analysis

In today’s edition, NYC BERS’ Sanford Rich on liquidity issues and why mispricing may have to be accepted. Plus: a senior hire announced by Silver Point, and addressing the reputational risk of defence. Here’s today’s brief for our valued subscribers only.

Private credit is finding opportunities across data centre capital stacks and physical infrastructure, as several issues lurk in the background.

With proposed reforms, regulators nudge and coax private funds towards ‘tickerisation’.

The number of private equity, private credit and infrastructure vehicles deemed ‘impaired’ by the SWF has risen 35% year-on-year.

PEI Group data shows that real estate, receivables, royalties and more have piqued the $6.8bn system’s interest.

Despite rising gilt yields and growing concerns over the UK’s fiscal outlook, real estate lenders continue to deploy.

Alongside the two UK institutions, private wealth clients are showing rising appetite for the fast-evolving asset class, it emerged recently at the Infrastructure Investor Europe forum.

In today’s edition, Bfinance and USS reveal their priorities for infra debt manager selection. Plus: Monroe’s Peck highlights ABF opportunity; and PE managers lean into private credit. Here’s today’s brief for our valued subscribers only.