Politics

Iran conflict drives rise in real estate lender caution

Margins remained stable during Q1, but Chatham Financial has observed growing nerves around agreeing loan terms.

Defence moves to the frontline

A huge increase in government spending, increasingly positive investor sentiment and a shift from the new economy to the old – all reasons why European defence is a lender target.

Distressed opportunities abound but investors remain selective

Geopolitical turmoil, higher interest rates and the impending maturity wall are causing a surge in appetite for opportunistic and distressed debt.

War’s disruption does not cure contract breach: Wasel & Wasel

The law firm has cited a Dubai case that arose out of Sudanese civil war that may assist financiers of projects around the wartime Persian Gulf today.

Jirí Król: The IMF is ignoring the best policy lever

The body’s focus on expanding regulation of private credit funds is misplaced and inconsistent with prudential logic.

Questions linger as Wall Street readies for 401(k) blitz

The moment alternatives managers have awaited for years is finally here – but the push for retail assets will not be as straightforward as some might assume.

Navigating a market in flux

With interest rates and trade wars topping LPs’ list of concerns for 2026, managers will need to maintain clear communication channels to assuage investor anxieties, finds our LP Perspectives 2026 Study.

Regulation: Private credit holds fast for more rulings

Private debt has flourished by virtue of a different regulatory treatment to banking, but consensus is developing that this environment cannot last forever.

Navigating national security concerns

Will the Trump administration’s America First Investment Policy fundamentally change global capital flows?