Opportunistic Credit

KKR on how capital solutions are a structural growth opportunity

Capital solutions strategies afford companies partnerships that are rooted in aligned value creation, with high levels of flexibility, says Blaine MacDougald, partner and co-head of KKR’s Strategic Investments Group.

Arrow Global on how operational capability underpins success in asset-backed investing

Toni McDermott, head of credit and lending at Arrow Global, explains why a more hands-on approach to private credit is creating value, especially in stressed markets.

RBC BlueBay Asset Management on tackling emerging market private credit misconceptions

RBC BlueBay Asset Management’s Mihai Florian explains why it might be time for investors to consider previously overlooked private credit opportunities in emerging markets.

Latham & Watkins: The liability management market enters a new era

While liability management exercises have become dramatically more common over the last few years, taking a long-term view of a company’s capital needs remains crucial to their success, say Latham & Watkins’ John Sobolewski and Joe Zujkowski.

Strategy guide: Reputation

Souring customer relationships can have an outsized effect on future deals in what is a relatively small segment of the industry.

Strategy guide: Interest rates

The next few months could represent a crunch point for opportunistic and distressed credit managers as long-term interest rate challenges hit portfolios.

Strategy guide: Underwriting expertise

Why understanding the reasons behind a company’s struggles – and whether they are cyclical or structural – is crucial to evaluating investment opportunities, our nine-part strategy guide explores.

Strategy guide: Downside protection

Resilience is the name of the game when it comes to organising downside protection in distressed strategies.

Strategy guide: Capital structure

The ways in which lenders evaluate their capital structures are being scrutinised by LPs when deciding between opportunities in this competitive segment of the market.

Strategy guide: Portfolio construction

Diversification across sectors and asset classes is a key consideration for opportunistic and distressed credit managers, but approaches to portfolio construction differ depending on allocator appetite.