Differentiating ABF strategies in a rapidly growing asset class
In this podcast episode, Castlelake’s Isaiah Toback explains the variety of ABF strategies in the market today and why robust infrastructure, rigorous underwriting and disciplined risk management are essential to navigating exposure through credit cycles.
What diversification really means – key takeaways from the New York Forum
Diversification isn't a new concept, but in a private credit asset class where direct lending is no longer as dominant as it once was, the need to understand the nuances of different strategies is urgent. The PEI Private Credit team discusses from the New York Forum in this podcast.
Allocation, allocation, allocation: LPs double down on European private credit
In this podcast, Arrow Global’s Zach Lewy explains how an uncertain geopolitical environment and the rise of AI are leading investors to engage more intentionally with European credit firms.
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.
Retail, ABF and diversification – key takeaways from the PDI Europe Summit
In this podcast, Private Debt Investor’s editors discuss highlights from the 2026 Europe summit held in London at a time when appetite is growing for the asset class.
The AI revolution: How infrastructure is adapting
In this podcast, part of PEI Group's Private Markets 2030 programme, guests from Brookfield discuss the opportunities and risks around artificial intelligence in infrastructure.
The ‘flashing red lights’ that were ignored
The failures of First Brands and Tricolor has put due diligence under the spotlight. In The Private Debt Investor Podcast, Matthias Kirchgaessner of Plexus Research and Jiri Krol of the Alternative Credit Council debate whether private debt has problems to confront.
The diversification dilemma: Why ABF offers a solution to LPs
Asset-based finance’s cashflow-based nature and exposure to different areas of the PE market are acting as buffers against macroeconomic uncertainty, says Rithm Capital's Michael Nierenberg in this PDI podcast.
Private debt’s show of strength
In this podcast, Nuveen mid-market direct lending and investment-grade infrastructure credit leaders discuss why lenders who have built strong relationships with investors through market cycles are well-placed to benefit from market uncertainty.
Arrow Global on seeing beyond the cycle
In a fragmented European landscape, success in distressed lending requires more than seizing short-term dislocation. It demands a long-term, locally informed strategy, says the firm's CEO, Zach Lewy.
How Blackstone is building out insurance investment capabilities
Blackstone's Phillip Sherill joins to discuss the company's approach to insurance, what insurance investors are looking for and their activities outside the US