Newsletter

Loan Note: Europe may benefit from volatility; UK pension schemes keen on illiquid assets

European deals to defy the headwinds according to a new survey. Plus: UK pension funds want a greater exposure to illiquids and British Business Bank appoints a new chief executive officer. Here’s today’s brief for our valued subscribers only.

Loan Note: Oaktree makes progress with retail investors; CVI examines CEE prospects

Evidence grows of the importance of the retail investor channel to private debt. Plus: CVI takes a look at the impact of the war in Ukraine on businesses in the CEE region and Nuveen gets a pan-European real estate debt strategy underway. Here’s today’s brief for our valued subscribers only.

Loan Note: Our June edition delves into big-ticket issues; Europe’s deal market slows

Download the June issue of Private Debt Investor, in which our cover story examines developments at the larger end of the market. Plus: Deloitte finds European deal activity is slowing somewhat, and we bring you the latest key hires. Here’s today’s brief for our valued subscribers only.

Loan Note: Weak links edging down but Europe under stress; study of UK investor views

S&P reveals mixed news on stressed credits. Plus: how the macro environment is influencing UK retail investors and the latest from the hiring frontline. Here’s today’s brief for our valued subscribers only.

Loan Note: Direct lending returns robust; action needed on UK funds regime

Direct lending returns are holding up, a new report finds. Plus: the organisation pushing for a more attractive UK funds industry, and the latest from the hiring frontline. Here’s today’s brief for our valued subscribers only.

Loan Note: Time for a portfolio allocation rethink; lenders struggle to engage borrowers on ESG

A KKR paper suggests the traditional portfolio allocation model needs replacing – and alternative assets stand to benefit. Plus: the challenges of engaging with borrowers on ESG and signs of an uptick in defaults. Here’s today’s brief for our valued subscribers only.

Loan Note: Lenders seeing value in real estate; ARR financing poses a challenge

Reflections on this week’s PDI Germany Forum, including why there is optimism around real estate debt. Plus: the attractions and challenges of ARR financing and why regulation and impact may not be happy bedfellows. Here’s today’s brief for our valued subscribers only.

Loan Note: Direct lending converges with syndicated loans; ESG issuances fall

As private debt firms target larger deals, they are coming under pressure to sacrifice investor protections. Plus: ESG bond and loan issuance takes a dive and Intertrust Group charts private debt’s growth in numbers. Here’s today’s brief for our valued subscribers only.

Loan Note: Lenders wrestle back negotiating power; LIBOR’s slow transition

A new report hints that deal negotiating power may be inching back towards lenders. Plus: Asia-Pacific’s LIBOR transition is stuck in the slow lane, and Edmond de Rothschild progresses its latest real estate debt fund. Here’s today’s brief for our valued subscribers only.

Loan Note: The opportunity set in troubled times; CRE’s ‘brown discounting’ problem

Värde Partners brings attention to the opportunities arising from troubled circumstances. Plus: the ‘brown discounting’ plaguing property assets and a string of new hires at Alantra. Here’s today’s brief for our valued subscribers only.