Fund Management

How some borrowers were caught out by rate rises

Hedging was arguably under-utilised in the run up to the ‘higher for longer’ rate environment

Differing perspectives on the ‘maturity wall’

A ratings agency and an investment and advisory firm appear to have two contrasting views of one of private credit’s hot topics.

Ares’ CEO Mike Arougheti on the huge potential for private debt’s future growth

In the first episode of our Decade of Private Debt podcast miniseries, Arougheti looks back at a decade of strategic growth in private credit, emphasising the importance of enduring relationships and the misunderstood, yet resilient nature of the market.

Are regulators barking up the wrong tree?

Leverage may be overestimated as a hidden danger within private debt, but the asset class creates its own issues due to a lack of data.

New UK hire and planned fund for Beechbrook

The UK-based lower mid-market lender has brought in Richard Smart from NatWest as it prepares to raise its largest domestic fund to date.

The problem with picking vintages

There’s a big opportunity cost to vintage timing and diversification, according to a new paper – posing a challenge to traditional thinking on the subject.

Competing views on private credit’s risk to the financial system

Global financial institutions differ in their assessment of systemic risk, says Alex Di Santo of Crestbridge.

The oversupply of multifamily units is reversing, manager says

Pressure on rents may persist, but a new dynamic will be positive for debt in the long term, says Forum Investment Group.