Amy Carroll

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

From differentiated dealflow to favourable terms and pricing, mid-market debt has several structural dynamics that infrastructure investors find compelling.

DPI may primarily be seen as a private equity problem, but an expectation of timely returns means private credit is being held to an even higher standard.

Pricing remains the biggest source of friction in secondaries negotiations.

A distribution desert has led to a surge in first-time LP sellers, while a challenged fundraising market has heralded the return of the primary staple.

AI may be poised to turbocharge secondaries underwriting, but digital marketplaces and tokenisation are yet to gain traction.

Souring customer relationships can have an outsized effect on future deals in what is a relatively small segment of the industry.

The next few months could represent a crunch point for opportunistic and distressed credit managers as long-term interest rate challenges hit portfolios.

Why understanding the reasons behind a company’s struggles – and whether they are cyclical or structural – is crucial to evaluating investment opportunities, our nine-part strategy guide explores.

Resilience is the name of the game when it comes to organising downside protection in distressed strategies.