Current market conditions are showing echoes of the global financial crisis. But Graeme Delaney-Smith, head of European direct lending at Alcentra, explains why, despite the pressure, the future is bright for those most adaptive to change.
When it comes to alternative assets - be it private credit, private equity, infrastructure, real estate or agricultural/timberland - an investment platform approach that combines connected strategies can be beneficial for investors, maintains Northleaf’s David Ross.
Investing in healthcare companies using structured debt can provide broader downside protection than royalty financing, posits Sam Chawla, portfolio manager of the Perceptive Credit Opportunities strategy at Perceptive Advisors.
Special situations, direct lending, speciality finance … business services, healthcare and energy. These investment platforms and industry specialisations don’t need to be siloed, rather they can work together, two TCP Capital executives maintain.