A high-velocity vaccine rollout, $1.9trn stimulus package and a year of pent-up consumerism mean the future is bright for US mid-market direct lending, says Churchill Asset Management’s Randy Schwimmer.
Although many managers have faced considerable challenges, the UK’s private debt industry weathered the challenges of the pandemic and came of age in 2020, argues Spencer Wells, regional director, Alter Domus.
Deals are getting done, asset prices are escalating and the market is heating up. So why does something not feel right about this recovery? Monroe Capital’s Tom Aronson, Michael Egan and Zia Uddin explain why now is not the time to let the guard down.