North America

Navigating national security concerns

Will the Trump administration’s America First Investment Policy fundamentally change global capital flows?

How will tariff uncertainty impact LP appetite for alternatives?

In response to the rise of US trade tariffs, LPs are turning towards private credit and infrastructure – and eyeing opportunities in Europe.

Is deglobalisation the new globalisation?

A new world order is expected to reshape the private markets opportunity set over the next five years.

Eagle Point, Apple Bank form equipment financing venture

Newton, the newly formed venture, will source deals across the US and be administered by both companies.

Two key trends – and the data to support them

Talk has been growing louder about capital migrating away from the US and the rise of private credit secondaries. Evidence for both has emerged in our latest research.

LA pension CIO confident in private credit despite potential froth

As the $87bn California pension approves change to remove a cap on manager names in the portfolio, CIO Jonathan Grabel says the system doesn’t have unique concern about credit market.

Moody’s: Direct lenders losing ground to BSL in refinancing wave

The move to broadly syndicated loans portends a battle over ever-growing mega-deals.

DOWNLOAD: Debt fundraising rings in record Q3

Record fundraising in Q3 for private debt as investors seek stable returns.

Arizona pension sees concerns in default uptick and increased competition

Staff of the $60bn Arizona State Retirement System, a long-time private credit investor, are still mostly optimistic about the asset class amid a push to diversify the programme.

Fitch: Systemic shock could expose private credit’s interconnectedness

The asset class’s growth, alongside spread compression and heightened competition have it approaching bubble status.