Technology

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?

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

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

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.

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.

Retail redemptions and software exposure highlight the need for liquidity across private credit, offering potential opportunities for secondaries investors, according to Rakesh (Rick) Jain and Toni Vainio at Pantheon.

Secondaries on the rise, but LPs and GPs don’t always see eye to eye. Also, Pemberton highlights US/Europe disparity over retail and software woes; and private credit deals on the up in Africa. Here’s today’s brief for our valued subscribers only.

Private debt funds face exposure to AI-disrupted industries in approaching 60% of assets, driven by a culture focused on origination rather than portfolio management.

Many direct lenders are considered overexposed to software, but opinions differ as to how harmful AI disruption in the sector may ultimately be.

Cliffwater and Morgan Stanley seek to reassure investors over the health of their funds’ portfolios, while JPMorgan limits lending activity to credit funds.