News & Analysis

Private credit among top allocation targets for sovereigns

Sovereign wealth funds are looking to put more capital to work in private markets, while reducing public equity and fixed income exposure.

LPs pile into infrastructure debt

Infra debt’s stable cashflows and strong track record are prompting more LPs to engage with the asset class.

Liquidity: Why continuation vehicles offer a potential mismatch

Continuation vehicles are emerging as a key liquidity tool in private credit, yet the majority of LPs are still opting to cash out amid rising market scrutiny.

The big divide: How Europe and America’s private credit markets are parting ways

As North American private credit reels from scathing headlines, Europe appears relatively insulated. Have the asset class’s two most important regions gone their separate ways?

Ex-Generali CIO joins Zurich as head of portfolio management

Francesco Martorana will start at the Swiss insurer this week after around 13 years at Italian rival Generali, with his predecessor at Zurich taking up a new role.

Loan Note: Is secondary growth overblown?; non-listed BDCs weigh on fundraising

Fresh doubts have been voiced over the potential size of the private debt secondaries market. Latest figures show non-listed BDCs are causing a drag on credit fundraising Here’s today’s brief for our valued subscribers only.

Pension Insurance Corporation names interim CIO, amid PRT growth expectation

The UK insurer has appointed an industry veteran to succeed Rob Groves for the time being, ahead of the arrival of new CEO Mike Eakins.

How Asia-Pacific’s character is changing

We noted key takeaways from this week’s Private Debt Investor APAC Forum in Singapore.

Loan Note: Oaktree sees Q2 redemptions below limit; Carlyle closes film and TV CV

Oaktree avoided needing to cap redemptions from its Strategic Capital BDC in Q2. Meanwhile, Carlyle closed a single-asset CV for its film and television assets library. Here’s today’s brief for our valued subscribers only.

Mixing things up: How portfolio finance helps LPs find balance

In this episode of The Private Debt Investor Podcast, Barings’ Dadong Yan and Matt Hansford explain why the flexibility afforded by the strategy is a boon to investors looking to balance diversification with long-term stability.