A high-touch approach to working with borrowers and private equity sponsors plays a key role in portfolio management, says Kim Trick, co-chief credit officer and head of underwriting at Twin Brook Capital Partners.
5 min read · 03 April 2023
A robust macro backdrop and strong Nordic PE community combined with expert pricing capabilities and leading ESG scoring means a lower mid-market premium, says Sandro Näf, co-founder and CEO of Capital Four.
5 min read · 03 April 2023
We see a historic opportunity to achieve double-digit unlevered returns on senior secured debt through rigorous underwriting and mindful credit selection, says Blair Faulstich, senior portfolio manager at Benefit Street Partners.
6 min read · 03 April 2023
Richard Roberts, head of origination and M&A at Arrow Global, reflects on some of the keys to investing successfully in stressed and distressed situations throughout the region
7 min read · 03 April 2023
Fears over a recession mean that banks are increasingly looking to shift their performing and non-performing loans off their books. They need a strong counterparty to do so, says Paul Burdell, co-founder and chief executive at LCM Partners
5 min read · 03 April 2023
Investors continue to enjoy a strong debt market, with newer transactions potentially offering lower leverage and increased returns, say Barings’ Adam Wheeler and Mark Flessner.
5 min read · 03 April 2023
Market dislocation promises to produce a rich seam of opportunities for investors adopting more flexible capital solutions for portfolio companies, say Goldman Sachs partners Stephanie Rader, Beat Cabiallavetta and Moritz Jobke
5 min read · 03 April 2023
Despite macroeconomic headwinds and the rising cost of capital, transaction activity looks set to pick up in the second half of 2023, says Sarah Roche, head of capital markets and managing director at Twin Brook Capital Partners.
5 min read · 01 March 2023
The strategy is looking favourable compared with global equities and credits, says Eddie Ong, deputy chief investment officer at SeaTown Holdings International.
5 min read · 01 March 2023
Opportunities persist for those investors able to be flexible in a changing environment. Camille McLeod-Salmon, portfolio manager in leveraged finance at Fidelity International, runs the rule over current market dynamics.
7 min read · 01 March 2023