Economy

‘Wait and see’ from FOMC, ‘Back to basics’ from BlackRock

New report, “Looking ahead,” justifies ’selective move down’ in credit quality.

Market conditions: Default picture lacks clarity

Should borrowers and lenders be worried about default rates?

The threats that lurk below the surface for the private debt market

With pressure rising on borrowers from outside forces, signs of danger are fast emerging. While not everyone agrees, some think a turn of the credit cycle is in the making.

Shorevest Partners on the case for China

The Chinese debt market may have been around for two decades, but there are still many misconceptions around private credit in the world’s second-largest economy, says Benjamin Fanger of ShoreVest Partners.

Private debt plays the accordion

What is driving the increased use of accordions in the mid-market?

Alaska Permanent’s private income portfolio is ready for a recession

Having been preparing for a downturn since covid, senior portfolio manager Ross Alexander tells us how the SWF is ready for today’s realities.

Five takeaways from PDI Europe

‘Resilience’ is a word frequently used when describing how private debt has responded to previous challenges. How’s it shaping up in response to the current economic and political backdrop?

PSP eyes infra debt amid inflation, recession risks

The $192bn Canadian pension fund manager is looking to combine the expertise of its infrastructure and private credit teams, says CEO Deborah Orida.