Fund Management

What’s on the minds of European investors?

So much has changed in the private debt world over the last year or so, and Europe has its own particular set of challenges. Delegates at our Europe Summit this week tuned in to the key talking points.

Carlyle Q1 results: Strong fee-related earnings and CLO activity

CFO John Redett says CLOs business ‘has great margins’ and CTAC has ‘strong inflow’.

Scale versus niche – the competing claims of cleantech

A Moody’s report and a Lombard Odier white paper offer different visions of risk and opportunity for lenders in the sustainability space.

Why CLO equity may be the next big thing

Private debt has found another area of financing where traditional players are struggling to maintain their dominance.

Rates and risk impact private credit valuations

Are there systemic and valuation risks in the private credit market? VRC’s John Czapla investigates.

A story we’ve read before: the MSR textbook

Satish Mansukhani of Rithm Capital Corp sheds light on the lessons that private credit can learn from the evolution of the mortgage servicing right.

Delivering flexible capital during difficult times

Amid challenging market conditions, private credit is an efficient way to deliver capital to firms, say Blackstone’s Michael Zawadzki and Brad Marshall in this episode of the Private Debt Investor Podcast.

Five points to note about distressed debt

A larger and more diverse universe of opportunity for distressed debt and opportunistic credit is unfolding. There are a number of reasons why.

Gaps open for growth in Asia-Pacific

Pressures on banks and the high-yield market, especially in China, mean private debt funds can expand through the provision of flexible capital.

Inside the love-hate relationship between banks and private credit

They co-operate but also aggressively compete with each other. But what exactly are they compromising on and fighting over? We take a deep dive into the places where banks meet fund managers.