An improving economic backdrop in Europe may not offer much hope for firms that now face the prospect of further interest rate rises
5 min read · 03 April 2023
The time for lender protections is before the economic downturn, say MGG Investment Group’s Daniel Leger and Gregory Racz.
5 min read · 03 April 2023
Interest rate rises to tame inflationary pressures have ‘wrought havoc’ on private debt portfolios, so how are lenders reacting?
4 min read · 03 April 2023
Opportunities persist for those investors able to be flexible in a changing environment. Camille McLeod-Salmon, portfolio manager in leveraged finance at Fidelity International, runs the rule over current market dynamics.
7 min read · 01 March 2023
Despite the macro pressures, these are the best of times for those prepared to be selective and understand where the best deals reside, says Zach Lewy, CEO, CIO of Arrow Global.
8 min read · 01 March 2023
In our final episode of Private Markets and the end of Cheap Money, we hear from IMCO, Oaktree Capital, BC Partners and more on what investment professionals there keep their eyes on in the era of higher borrowing costs.
1 min read · 23 February 2023
Marathon Asset Management’s Bruce Richards shares his expectations for the 2023-24 credit cycle.
3 min read · 02 February 2023
As markets are upended by the resurgence of inflation and interest rates, credit managers will face a range of issues in the year ahead, say Randy Schwimmer and Jessica Nels.
4 min read · 02 February 2023
Tougher times lie ahead and fund managers need to have an action plan for how to guard against issues down the line.
5 min read · 02 February 2023