Technology

The virtuous circle: energy and digital infrastructure

Houlihan Lokey’s paper offers the theory as Nvidia strikes deals with investment managers that illustrate the practice of AI infra buildout to the tune of $500bn.

AI in private debt: A modest start but rapid growth

Market participants need to get their heads around what has changed, what hasn’t and what soon may.

Why infra credit managers are mission-critical to the energy transition

Lenders are ramping up their energy transition efforts against a backdrop of escalating power demand and renewed emphasis on energy security.

The big divide: How Europe and America’s private credit markets are parting ways

As North American private credit reels from scathing headlines, Europe appears relatively insulated. Have the asset class’s two most important regions gone their separate ways?

Real-time visibility for leveraged loan and CLO markets

Octaura, a trading platform, aims to address worrisome inefficiencies in syndicated loans markets and CLOs through its new ‘Insights Platform’.

Music investors seek to strike the right note

Investors are attracted by music’s resilience during economic downturns, but are the moats around the sector deep enough?

Corinthia Global Management on capturing private credit opportunities in an uncertain market

Investor demand for private debt has flourished, but strong alignment will distinguish the highest-quality lenders, say Corinthia Global Management’s Craig Shirey, Mark Wilton and Boris Okuliar.

Shamrock Capital holds final close on $813m media, entertainment fund

The latest vintage of the series, which previously held rights to Taylor Swift’s catalogue, continues its focus on acquiring cashflow-generating assets.

Triton Partners: How to avoid a herd mentality in deal-sourcing

Amyn Pesnani and Matthew Turner at Triton Partners explain why thorough due diligence and risk underwriting are so crucial to offering a differentiated approach to European credit investing.