PDI Staff Writer
Now is the optimal time to consider infrastructure debt – it offers stability, diversification and needs a huge amount of investment, says Viktor Kozel, head of infrastructure debt at UBS Asset Management.
Characterised by resilience in turbulent times, infrastructure debt will continue to flourish, says Stefan Wala, managing director of Fidelio KA Investment Advisory GmbH.
Inside: From ESG to speciality finance – five key themes for investors; Why US private credit may be on the brink of a rebound; Should you be worried about the looming maturity wall?; Expert comment and analysis from industry leaders; Plus much more…
Inside: Linking up with insurers – How GPs are navigating the benefits and challenges of insurance capital; A 15-page special report on infrastructure debt; Plus much more…
What role might private debt providers play in the energy transition? John Carey, head of infrastructure debt, Europe, and Lushan Sun, private credit research manager, at Legal & General Private Markets, analyse the opportunities
Why there are high expectations for esoteric structured credit. Plus: private debt defies challenging private markets backdrop; and credit solutions aim to ease M&A blockage.
LGT gives greater focus to biodiversity in due diligence process. Plus: Fitch finds M&A volume on the up; and Oaktree delivers latest market observations.
European default rates continue to rise and are now higher than during the financial crisis. Plus: firms are being hit with governance fines; and the ECB raises concerns about real estate valuations.
Direct lenders have become so large they now compete with public markets for deals. Plus: Kennedy Lewis carves out Gibraltar's real estate investment team; and leveraged loan markets have a record quarter.
Borrowers' interest coverage ratios are being eroded, but strong performance is coming to the rescue. Plus: new hire and fund launch for ACME; and Deutsche lines up possible real estate loan sale.