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EQT Partners: A new appreciation for risk

The pandemic has provided LPs with a real opportunity to assess the risk profile of their portfolios. Andrew Konopelski, head of credit strategies at EQT Partners, considers the implications for markets and investors.

Sanne: Why securitisation is set for a comeback

With so much uncertainty, CLO funds are ramping up and securitisation looks set to play a big role in refinancing. Rolf Caspers, global head of capital markets at Sanne, says EU regulations are shifting the dial, with a big impact for ESG compliance.

Twin Brook: The state of the middle market

Nearly six months on from the outbreak of covid-19 in the US, Twin Brook Capital Partners’ Garrett Ryan discusses the pandemic’s effect on the middle market and the direct lending space thus far.

Northleaf Capital Partners: Active portfolio construction is key to managing risk

Taking a rigorous and holistic approach to portfolio construction and analytics should be a priority for private credit investors, writes Jon McKeown of Northleaf Capital Partners.

Roundtable: The growth opportunities and challenges from covid-19

Coronavirus was top of the agenda with four private debt experts this summer. Although there are bound to be some casualties, everyone agreed that private debt is well-placed to emerge strongly from this most unpredictable set of events.

Play defence – but don’t ignore the opportunities, says Partners Group

For investors mulling US private debt allocations, there are plenty of openings amid the covid-19 chaos. But investors should take a considered approach, advise Partners Group’s Christopher Hardison, managing director for private debt Americas, and Anna Filipovich, senior associate.

MGG Investment Group on covid-19: A lesson relearned

Lenders who stayed disciplined will reap the rewards in the post-pandemic economy, say Daniel Leger and Gregory Racz of MGG Investment Group.

Monroe Capital: Adjusting to the ‘new normal’

As pricing and terms in the mid-market revert to the mean, Monroe Capital’s Tom Aronson and Carey Davidson explain how experience and relationships can improve outcomes for borrowers and investors alike.

Deals are down, but confidence is growing, says Antares Capital

Unless you happen to be a covid-resistant business, the chances of a successful deal at the moment may be slim, but the period ahead looks promising in many ways. David Brackett of Antares Capital takes the temperature of the market.

Brown Brothers Harriman on a pivotal moment for private debt

Ainun Ayub of Brown Brothers Harriman believes the asset class is poised to step up and provide support to a large number of small and medium-sized businesses.