Economy

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.

Medallia taken over by Blackstone-led creditor group

The creditor trio will inject $150m to reduce Medallia debt, in addition to $500m from the company to invest in AI efforts.

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.

The two “D’s” – a new era of dislocation and dispersion

This week’s publication of our latest fund performance data was a reminder that strong returns can be made in troubled times.

ACC, Configure: Stress appears contained, but lenders are taking no chances

Although AI disruption and other threats remain increasingly relevant, Houlihan Lokey data shows resilient portfolio dynamics.

Music investors seek to strike the right note

Investors are attracted by music’s resilience during economic downturns, but are the moats around the sector deep enough?

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.

BDC redemptions climb higher than 2022 but rebound is on the cards

BDC redemption rates have increased sharply due to numerous macroeconomic issues and uncertainty around the impact of AI, but this could precede a rebound in credit fortunes.

Flipping the script on interest rates

Expectations that interest rates will see further cuts this year fade as war in the Middle East continues to weigh on markets.

Barings raises $19bn for global direct lending platform

The global direct lending platform is comprised of around 10 vehicles across a variety of structures.