Economy

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

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

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 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.

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

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

If the customer/employee management platform defaults, more than $5bn of equity value would be at risk of being erased, report says.

According to some, the future is at stake (and perhaps be worried if your firm name begins with ‘B’), but there is little in the way of evidence that private credit faces a crisis that spans the entire asset class.

The strategy that sits between debt and equity is seeing increasing demand from investors.

CEO Marc Rowan says the totality of the firm’s credit business will be ‘100% daily pricing’.