Infrastructure debt

PEI Group’s Scientific Infra & Private Assets division delves into the numbers behind infra debt’s success.

The energy transition opportunity is now being driven by realism and commercial objectives more than climate philosophy or government policy, says Don Dimitrievich, global head of Nuveen Energy Infrastructure Credit.

Sweden’s LF, the Netherlands’ NN Group and UK firms Pension Insurance Corporation and Foresters Friendly Society are exploring new opportunities in illiquid credit.

The insurer’s head of portfolio management, Roman Hederer, sees more opportunities and value now in the asset class than a few years ago, particularly in Europe.

The US asset manager has shaken up its insurance team leadership after acquiring rival PineBridge, with its international solutions head departing.

We examine the top takeaways from Private Debt Investor’s Japan Korea Week at a watershed moment for the global private credit industry.

The banks dominate in the region but, in India, regulations are tipping things in favour of alternative capital sources.

Investor demand for private debt has flourished, but strong alignment will distinguish the highest-quality lenders, say Corinthia Global Management’s Craig Shirey, Mark Wilton and Boris Okuliar.

Asia-Pacific is complex and demands a sophisticated approach to individual markets. But the opportunity has never been better for managers with deep understanding and relationships, says Haseeb Malik, head of Asia Credit at Värde Partners.

From differentiated dealflow to favourable terms and pricing, mid-market debt has several structural dynamics that infrastructure investors find compelling.