News & Analysis

GSE re-privatisation – are sovereign funds poised to benefit?

With Fannie Mae and Freddie Mac potentially in line to lose their grip on the US residential mortgage market, might SWFs be among those filling a financing gap?

Franklin Templeton: ‘Dislocations may offer value’

Ahead of their participation in this year’s PDI Network New York Forum, Art Vinokur and Rich Nuzum of Franklin Templeton share their views of the private debt market.

Loan Note: Senior debt versus distressed debt returns; our LP Perspectives study launches

Our data examines senior debt versus distressed debt returns. Plus: challenger bank Shawbrook acquires SME lender ThinCats; and now is the time to complete our annual LP Perspectives survey. Here’s today’s brief for our valued subscribers only.

KBRA warns 401(k) order could create a bubble of capital

But ratings agency calls the Trump initiative to democratise access to alternatives ‘profoundly fair’.

Temasek unit and Nexus take equity stakes in Post Advisory Group

The deal, expected to close this year, will bring new capital to the CLO platform as Principal and Nippon exit.

Temasek and Hunter Point take minority stakes in Nuveen Private Capital

The investment into Churchill and Arcmont marks the Singapore’s sovereign wealth fund’s second such purchase in recent weeks.

Coller and Benefits Street agree $2.3bn continuation vehicle

The firms say the deal is the largest single fund continuation vehicle ever seen in the private credit secondaries market.

The guarantees empowering investors in real estate finance

‘Bad boy’ guarantees offer lenders protection from unscrupulous sponsor behaviour, but definition and enforcement may present challenges, writes Stephenson Harwood’s Daniel Andrews.

Jirí Król:The value of data in a world of opinions

Three reasons readers should complete the ACC’s annual private credit survey.

Partners for Growth takes tech debt to the world

‘If there’s a specific issue affecting one geography, we can lean into others,’ says managing director Armineh Baghoomian.