Tariffs

PSP eyes infra debt amid inflation, recession risks

The $192bn Canadian pension fund manager is looking to combine the expertise of its infrastructure and private credit teams, says CEO Deborah Orida.

Jirí Król: Support on hand for Asia-Pacific

Regulatory support will be a key factor in developing the region’s ever-growing private credit market.

PEI’s NEXUS 2025 conference highlights the impact of uncertainty

Tariffs and ‘higher for longer’ interest rates were just some of the factors attributed to the market’s ambiguous condition.

Secondaries: From highs to lows to opportunities

Expert comment: The secondaries market is shrouded in uncertainty after tariff-related volatility. There are, however, reasons to remain upbeat over the longer term.

LPs expect PE’s fundraising woes to deepen amid tariff volatility

Investors believe uncertainty caused by US President Donald Trump’s tariff policies could postpone a thaw in exit markets, compounding existing fundraising challenges.

Tariff uncertainty raises interest in ABL strategies

Some LPs say they haven’t made the move yet, but a large fundraise implies many already have.

Tariff turmoil raises the spectre of 2008

Monroe’s Koenig worries over possibility we’re seeing ‘a seminal moment’.

KBRA speaks of lender resilience in three reports

Companies with direct tariff exposure – those that must buy from global sources hit by tariffs – are the obvious candidates for debt default.

Goldman external investing head: PE exit market has hit pause

The tariffs turmoil is exacerbating the trends and challenges facing private markets, creating a ‘fantastic time for secondaries’, says XIG global head Michael Brandmeyer.