News & Analysis

Loan Note: IFC was leading fund backer in H1; Lincoln identifies rising PIK and defaults

IFC made the most private debt fund commitments in H1. Plus: Lincoln finds PIK and defaults on the up; and Nuveen makes progress with infra debt fund. Here’s today’s brief for our valued subscribers only.

Sound Point achieves $1.1bn first close on Strategic Capital Fund III

The fund manager sees opportunities in a lending space still dominated by banks.

Ares credit group fees grow 16% year-on-year, Q2 earnings report shows

Good news amid disappointment over missed earnings-per-share estimate.

Loan Note: UK DC pension makes biggest commitment in H1; Carlyle AlpInvest in large CFO

Nest leads the way in H1 with biggest private debt commitment. Plus: Carlyle AlpInvest closes latest collateralised fund obligation; and CapMan completes partnership with CAERUS. Here’s today’s brief for our valued subscribers only.

Apollo, Blackstone, Carlyle, KKR enthusiastic about 401(k) plan executive order

While the EO is encouraging, significant regulatory and legal hurdles remain before it can be fully implemented, point out some PE pros.

Janus Henderson launches ABS ETF

Widening spreads make the product attractive, key executive says.

Loan Note: Houlihan Lokey documents declining spreads, increased competition; Italian GPs Green Arrow, DeA join forces

Managers report that PE sponsored, top-tier credits now pricing at S+475 or below. Plus: three new partners at Sterlington. Here’s today’s brief for our valued subscribers only.

The weight of capital that will overcome fundraising blips

Tariff-generated volatility froze capital raising in its tracks in Q2, but investors of all stripes are preparing bigger private debt allocations.