North America

Private credit is finding opportunities across data centre capital stacks and physical infrastructure, as several issues lurk in the background.

Significant risk transfers are growing in popularity on both sides of the Atlantic as banks recognise their value in improving returns on capital – though more standardisation would be welcomed.

With proposed reforms, regulators nudge and coax private funds towards ‘tickerisation’.

PEI Group data shows that real estate, receivables, royalties and more have piqued the $6.8bn system’s interest.

The standards group responds to questions by Senator Elizabeth Warren about the interconnectedness of insurance and private capital.

This year has seen a trend of new aviation finance platforms; the newest entrant targets a portfolio of $2bn.

Questions raised over extent of insurers’ borrowing from the Federal Home Loan Banks.

Technological transformation has numerous manifestations within private credit, attendees at the New York Forum heard.

The manager purchases a $2bn portfolio of loans to over 300 businesses at a fraction of their original cost.

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.