AI

The virtuous circle: energy and digital infrastructure

Houlihan Lokey’s paper offers the theory as Nvidia strikes deals with investment managers that illustrate the practice of AI infra buildout to the tune of $500bn.

Jiří Król: Regulators provides one good model, two with work to do

The Fed’s disciplined analysis of private credit stands in sharp contrast to the FSB’s too-broad definitions and the ECB’s skewed scenarios, argues the global head of the Alternative Credit Council.

AI in private debt: A modest start but rapid growth

Market participants need to get their heads around what has changed, what hasn’t and what soon may.

Market conditions: Goldman challenges negative sentiment

Despite a wave of negative coverage, Goldman Sachs Alternatives argues private credit fundamentals remain strong, with attractive spreads and growing opportunity sets.

Are BDC intermediary relationships changing?

While some managers suggest their relationship with intermediaries is the same, investor capital continues to leave non-listed BDCs.

Why infra credit managers are mission-critical to the energy transition

Lenders are ramping up their energy transition efforts against a backdrop of escalating power demand and renewed emphasis on energy security.

The big divide: How Europe and America’s private credit markets are parting ways

As North American private credit reels from scathing headlines, Europe appears relatively insulated. Have the asset class’s two most important regions gone their separate ways?

Infra debt’s contribution to the energy transition continues to deepen

Macroeconomic shocks and the outbreak of conflict in recent years has brought energy sovereignty into sharp relief, and private credit is in a prime position to help nations reduce their reliance on finite fossil fuels.

Nuveen: Energy security is steering its pragmatic approach to the energy transition

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.

Light at the end of the tunnel for M&A

The new deal market has been hampered by negative internal and external factors, but there are signs they may be easing.