Performance

BCRED caps repurchase requests: feature or bug?

Blackstone, facing 10% redemption requests, adds to the recent spate of redemption limits from BDCs as outflows rise.

The two “D’s” – a new era of dislocation and dispersion

This week’s publication of our latest fund performance data was a reminder that strong returns can be made in troubled times.

ACC, Configure: Stress appears contained, but lenders are taking no chances

Although AI disruption and other threats remain increasingly relevant, Houlihan Lokey data shows resilient portfolio dynamics.

Moodys shifts outlook of Blackstone, Golub public BDCs to negative

Both BDCs will retain their investment-grade ratings despite the pessimistic near-term outlook.

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.

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.

Antares closes third senior loan fund with $8.5bn in capital

The Chicago-based manager beat its target fundraise, deploying 30% of the fund’s commitments as of the final close.