Inflation and Private Debt

VIDEO: ‘Entrenched inflationary expectation is the risk’

Central banks are concerned that the fear of inflation - rather than the reality of it - may be creating an unecessarily challenging environment. We speak with ICG's economic expert Nick Brooks.

Asian capital is ‘really, really worried about inflation’

The topic is top of mind for the region’s investors and has raised concerns that property markets abroad may have become too expensive.

Are we saying hello to inflation, or waving goodbye?

Economic recovery has seen inflationary concerns return for the first time in more than a decade, meaning managers must prepare for future risks. But opinion is divided, with some believing deflation is a bigger long-term concern. By John Bakie and Robin Blumenthal

PODCAST: How private debt has weathered the uncertainty around inflation

The economic bounce-back from covid came quickly, says Randy Schwimmer of Churchill Asset Management, which caused inflation to be on everyone's minds.

About this page

Private debt has operated in a largely low inflation, low interest rate environment for most of its relatively brief history. But — whether temporarily or structurally — things appear to be changing. Will this be a net positive or net negative for the asset class? On this page you’ll be able to piece together the clues as we dive into the topic through features, analysis, podcasts and more besides.

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