AI

Blue Owl’s liquidity event: The OTF notes

The top three exposures in the publicly traded technology BDC are software, software apps and healthtech.

NXT Capital: LPs must avoid the hype and focus on the key issues in private debt

Media hysteria around redemption runs and AI may be overblown, but they shine a spotlight on important topics LPs should consider when investing in private debt, says Ted Denniston, co-head and senior managing director of NXT Capital.

What are the top five issues for Asia-Pacific private debt?

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

Corinthia Global Management on capturing private credit opportunities in an uncertain market

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.

Bridgepoint Credit on why Europe has an edge

Europe’s structural advantages create a compelling opportunity set for private credit investors, according to Andrew Cleland-Bogle, partner and head of direct lending, and Stephen Escudier, partner and co-head of credit opportunities, at Bridgepoint Credit.

TPG Twin Brook on building a diversified, ‘non-cyclical’ portfolio

Time-tested underwriting principles, conservative leverage structures and active portfolio management will differentiate managers in volatile markets, say TPG Twin Brook’s Christopher Hendrix, Tony Maggiore and Evan Larsen.

Arcmont and Churchill: Fundamentals are sound and potential returns are compelling

Mattis Poetter of Arcmont Asset Management and Mat Linett of Churchill Asset Management explain why the picture for mid-market lending remains compelling, despite negative headlines.

Värde Partners on the case for Asia private credit now

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.

Permira Credit on AI advances: Avoiding structural losers with sector expertise

The disruptive influence of artificial intelligence means sector knowledge in private credit has never been more important, say Permira Credit’s David Hirschmann and Benoit Vauchy.

Six key insights from the Global Market Survey

The key takeaways from our inaugural survey of LPs, secondaries buyers, GPs and advisers.