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Park Square Capital on the year of junior debt

Conditions in 2024 are primed for junior debt strategies to take off, says Park Square’s Robin Doumar.

PODCAST: Managing through cycles in the direct lending space

Experience and consistency of approach are key amid a challenging macroeconomic environment, say TPG Twin Brook Capital Partners’ Drew Guyette and Kim Trick.

Claret Capital Partners on why market conditions are ideal for growth debt

With demand for debt rising, returns increasing and a big market growth opportunity in Europe, the growth debt strategy appears to have a bright future. David Bateman and Johan Kampe, co-managing partners at Claret Capital Partners, explore the key trends.

Bridgepoint Credit explains the lure of defensive business models

High barriers to entry and a strong share of growing markets are among the borrower characteristics that instil confidence for lenders, according to Paul Johnson and Andrew Cleland-Bogle of Bridgepoint Credit.

Fidelity International: Relationships are key as senior lending markets reset

Deal activity has slowed and firms are focused on preserving value in their portfolios. It’s time to double down on the right framework and repeatable processes, according to Marc Preiser and Mikko Iso-Kulmala at Fidelity International.

Tor Investment Management: Private credit opportunities abound in Asia-Pacific

Outside China, there are solid grounds for optimism in Asia-Pacific markets, say Tor Investment Management’s Patrik Edsparr and Chris Mikosh.

MaxCap: Australian real estate offers a scalable, sustainable opportunity

Allocations to private credit backed by real estate are growing in Australia, especially for commercial property, say MaxCap’s Wayne Lasky and Bruce Wan.

Metrics Credit Partners: Investors warm to Australian private debt

Strong returns are achievable in Australia for fund managers with good track records, in-depth local knowledge and deep relationships

Schroders Capital on why parts of CLOs are well protected

Recovery rates may be lower, but CLOs will provide plenty of opportunity through the credit cycle, according to Anthony Breaks, head of investments, securitised products and asset-based finance, Schroders Capital.

VIDEO: Twin Brook on the value of experience

Twin Brook’s Kim Trick discusses what direct lenders are focused on in the current market environment and why experience matters when it comes to managing through cycles.