Investors

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.

Investors have concerns over the region – but that doesn’t mean capital will be redirected elsewhere any time soon.

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.

The latest vintage of the series, which previously held rights to Taylor Swift’s catalogue, continues its focus on acquiring cashflow-generating assets.

Speaking at a PEI Investor Council event in Sydney, the superfunds said their debt portfolios were performing well and that recent high-profile fund redemptions did not change market fundamentals.

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

Speakers at the PDI Europe Forum raised concerns around areas such as climate change, an upcoming wall of debt refinancing and a shift into lower-rated credit.

Net proceeds near C$1bn to be redeployed as the market for NPL portfolios changes.

Lenders are starting to use SLLs for more than just operational improvements.