The industry veteran doesn’t believe private credit will bring down the system, but some managers will struggle in a higher-rate environment, he told attendees at PEI Group’s NEXUS 2024 summit.
2 min read · 07 March 2024
At our gathering of private debt professionals from the US and elsewhere, participants had a sense of resilience and opportunity – while also acknowledging that tough times may lie ahead.
2 min read · 06 September 2023
The direct lending market was catalysed by banks’ withdrawal from mid-market corporate lending, and many are predicting that private credit firms in asset-based finance will be boosted in a similar way.
3 min read · 02 November 2020
Some observations we heard from the direct lending market during PDI’s New York forum in September.
3 min read · 30 October 2020
There is the same kind of dislocation in the market that enabled Canada’s PSP to make high returning investments when it first launched into private debt.
2 min read · 20 November 2019
Three high-profile keynote speakers revealed their concerns and expectations for private debt at the PDI New York Forum.
5 min read · 01 November 2019
The alternative asset behemoth is well positioned for a downturn as it monitors portfolio liquidity and credit lines, the firm’s co-president said.
2 min read · 04 October 2019
Top executives including Howard Marks and James Zelter expressed concern at last week’s PDI Forum about political change and the risk of private equity being ‘squashed’.
2 min read · 03 October 2019
Portfolios are strong, but political uncertainty and originating good deals pose risks for private debt providers.
2 min read · 01 October 2019
Three leading asset class professionals will be giving their insights into key market themes on the opening day of our event in Munich.
1 min read · 11 June 2019
