Investors

The numbers are good, but not the whole story

It’s a rewarding time to be invested in private debt, but no one should get too carried away by the hype around the asset class.

LP Perspectives 2024: A ‘brightening of the mood’

In the latest episode of the Private Debt Investor Podcast, Decalia’s Reji Vettasseri examines some of the key findings from our annual study of investor attitudes toward the asset class.

Why Antares is excited by Asia and the Middle East

The region has a lot of potential, says Antare’s Vivek Mathew.

The growing appeal of credit secondaries

A record one-in-five LPs are planning to invest in private debt secondaries.

The macro challenges facing GPs

Rates hikes, recession and inflationary pressures continue to weigh heavily on the minds of LPs.

Fund performance: LPs keen to invest more in private debt

Investors are looking to private debt opportunities amid strong returns.

Why scrutiny of deal contracts can turn into ‘Whac-A-Mole’

In a podcast published this week, a leading covenant expert and lender representative insisted private debt has no room for complacency when it comes to fair documentation.

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.

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.