Investors

Corinthia Global Management on capturing private credit opportunities in an uncertain market

Investor demand for private debt has flourished, but strong alignment will distinguish the highest-quality lenders, say Corinthia Global Management’s Craig Shirey, Mark Wilton and Boris Okuliar.

LBP AM European Private Markets on tapping into Europe’s unique growth drivers

The European mid-market remains in good health, benefiting from market dynamics that set it apart from the US, says Peter Arnold, head of European private markets at LBP AM European Private Markets.

Arcmont and Churchill: Fundamentals are sound and potential returns are compelling

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.

North America data overrides negative sentiment

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

BDC redemptions climb higher than 2022 but rebound is on the cards

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.

Shamrock Capital holds final close on $813m media, entertainment fund

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

Private debt fundamentals remain strong amid disruption: Aware Super, ART

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.

Barings raises $19bn for global direct lending platform

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

Are investors underestimating infra debt risks?

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.