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L&G: Expanding into emerging market private debt

L&G’s Jake Harper says institutional investors may uncover an attractive risk-return profile in emerging market private debt.

Brookfield: The edge in AI investing is operational know-how

The rise of AI is driving an unprecedented build-out of data, compute and energy infrastructure. Private investors with deep operational expertise are uniquely positioned to generate long-term value from this mega-trend, says Brookfield’s Stewart Upson.

Derivative Path: Private credit grows to embrace hedging strategies

Hedge management is increasingly becoming a core strategy for managers seeking to better handle risk, says Brett Morrell, head of risk solutions at Derivative Path

Apogem Capital: Taking the long view on private debt

Lower mid-market direct lending provides investors with exposure to parts of the real economy that are underrepresented in public markets and at an earlier stage of value creation, say Apogem Capital’s Josh Niedner and Rob Douglass.

Bain Capital on bridging a stubborn bid-ask spread

A dislocation between soaring equity markets and economic fundamentals could yet prevent buyers and sellers coming together on price, says Bain Capital’s global head of private credit Michael Ewald.

General Atlantic Credit on rethinking scale in private credit

The ability to generate returns rather than pursue asset deployment will distinguish private credit managers, according to General Atlantic Credit’s Tripp Smith.

SAIL Investments: The future of private credit is strategic

The next evolution of private credit is going global, becoming a source of capital that builds long-term strategic value and resilience in the real economy, according to SAIL Investments’ Johnny Brom.

QIC on doubling down on private debt

Private debt in Australia benefits from strong structural growth drivers, says Simon La Greca, head of private debt at QIC.

S&P Global Ratings on tomorrow’s credit markets: Bespoke, accessible, fragmented

Ruth Yang, managing director and global head of private markets analytics and thought leadership at S&P Global Ratings, provides a forward-looking perspective on how transparency, technology and technicals will shape the capital markets of the future.

Goldman Sachs Asset Management on the importance of scale in private credit

Goldman Sachs Asset Management’s James Reynolds explains why having a large cross-strategy presence is key to remaining competitive in the rapidly expanding private debt industry.