PDI Staff Writer
Inside: From AI to sports lending – 5 innovations framing the future of private debt; How managers are taking a flexible approach to emerging risks; Expert comment and analysis from market leaders; Plus much more…
What a fund structuring survey from Dechert and the ACC tells us about the evolution of private debt. Plus: Oaktree expects rate pressure to feed the distressed opportunity; and Golub hires in Miami. Here’s today’s brief for our valued subscribers only.
Fidelity says the continuing resilience of the market in Europe hinges on central bankers' rate decisions. Plus: Carlyle's Jason Thomas sees opportunity in borrower pressure; and Brightwood prices its latest CLO. Here’s today’s brief for our valued subscribers only.
Latest Deloitte survey shows Europe's deal market weakening further in H1. Plus: Covenant specialist warns on likely recovery rates; and some European pension funds' key priorities. Here’s today’s brief for our valued subscribers only.
Tikehau's digital platform Opale selects three managers for its fund of funds, which offers access to small-ticket investors. Plus: Arrow Global launches a new real estate unit in the Netherlands; and watch out, the zombies are proliferating. Here’s today’s brief for our valued subscribers only.
Blackstone's Joseph Zidle tells the PDI New York Forum it would be wrong to assume a soft landing for the economy. Plus: Rabobank backs new direct lender; and bitcoin is the collateral of choice for Build Asset Management. Here’s today’s brief for our valued subscribers only.
Investors have had their allocation challenges of late, but US pensions are still prepared to put their faith in private credit. Plus: Fortress and Nassau strike an investment agreement; and Prudential and Warburg launch a new strategic initiative. Here’s today’s brief for our valued subscribers only.
Houlihan Lokey finds dealflow falling in most European markets, though the UK is a bright spot. Plus: AEW highlights the real estate debt refinancing gap in Europe; and why you need to be in New York this week for our latest event. Here’s today’s brief for our valued subscribers only.
Enterprise software is an attractive industry for private equity and offers real opportunity for direct lending, says Thoma Bravo’s Oliver Thym.
Inside: How will NAV finance survive its toughest test?; A special report on infrastructure debt; Payment in kind – a useful tool or hidden default?; Expert comment from Schroders Capital and Nuveen; Plus much more…