Singapore-based partner Audrey The sees fast growth in the investment advisory firm's wealthy client base in Asia and a continued rise in new allocations to private credit.
The manager’s deputy co-head of hybrid, Chris Lahoud, says the current moment is one of heightened volatility.
Brey Jones and John McGuinness have formed Thirdpath, an advisory shop focused on constructing customised private equity and private credit portfolios for institutions.
‘Asymmetry’ of information and lack of look-through are preventing some investors from participating, according to speakers at the Private Debt Investor Tokyo Forum.
Such opportunities 'can provide us with some downside protection against the macro flows rather than going with the flow as part of the herd’, says head and OCIO Seong Sup Cho.
The transaction is said to one of Europe’s largest – if not the largest – credit secondaries transactions to date
Stress in private equity funds and portfolio companies could open up opportunities for opportunistic credit managers, DK’s white paper argues.
The asset manager’s investment chief cites 'weird time arbitrage' that the practice causes for evergreen investors who buy into vehicles at similar points.
Tikehau's second credit secondaries-focused fund closes on more than $1bn having launched in the second half of 2023.
The firm, which EQT recently agreed to acquire, has led on multiple multibillion-dollar credit CVs over the past several months.