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Guest Writer

Allianz GI's Claus Fintzen explains why infrastructure debt can help portfolios in difficult macroeconomic circumstances.
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As interest rates have climbed this year, investors have been tempted by the higher yields now available on collateralised loan obligations.
The new economic reality is likely to see lenders and sponsors needing to reach new agreements about leverage multiples.
The coming cycle could be particularly challenging, but still lucrative for those prepared to adopt an opportunistic approach to investing
Reforms to a key EU directive may demand close scrutiny by loan funds given the potential for increased regulation
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