Europe

The rise and rise of take-privates

Short-term and increasingly passive public markets aren’t always the right fit for major transformations, particularly those being driven by trends such as decarbonisation and AI.

Modelling public-private exposure

Do customisable models incorporating both public and private markets exposure represent the next step in the democratisation of alternatives?

Restoring the balance between public and private markets

Companies are staying private for longer, but our economies need fully functioning and vibrant public markets as well.

Public markets: After years of private market growth, public markets may gain ground

Thanks to the evolution of a robust private market ecosystem that includes private credit, secondaries and unprecedented amounts of capital, companies are growing bigger and staying private for longer than ever before. Nevertheless, the dream to go public is still very much alive.

Ares CEO says it avoids trade finance, seeks to reassure on credit cycle

Michael Arougheti, Ares’ CEO, views subprime lender collapses as ‘idiosyncratic and isolated’, not signifying a turn in the credit cycle.

Aviva’s Bockelmann on the shift from cashflows to assets

Ahead of December’s Women in Private Markets Summit, Aviva’s Melissa Bockelmann discusses investor appetite for asset-based lending.

Decalia closes second debt fund on €311m

The fund will focus on less served parts of the European credit market in order to generate alpha for higher returns.

Bain Capital on bridging a stubborn bid-ask spread

A dislocation between soaring equity markets and economic fundamentals could yet prevent buyers and sellers coming together on price, says Bain Capital’s global head of private credit Michael Ewald.

SAIL Investments: The future of private credit is strategic

The next evolution of private credit is going global, becoming a source of capital that builds long-term strategic value and resilience in the real economy, according to SAIL Investments’ Johnny Brom.

Arrow Global: Why the European credit shift is structural

Lenders that can look beyond cyclical trends in the fragmented European private credit market will be well positioned to benefit from long-term tailwinds, says Zach Lewy, CEO and CIO at Arrow Global.