Demetry Zilberg, chief technology officer at Alter Domus, considers the latest developments in artificial intelligence and how private debt can benefit.
There are some common misconceptions associated with lower mid-market lending, says DunPort Capital Management’s Ross Morrow.
Direct lending deals are getting bigger – but arguably, the most compelling relative value still lies in the traditional or ‘true’ mid-market, say Barings’ Tyler Gately and Stuart Mathieson.
Stressed investments that don’t require restructuring can prove a rich source of performance, says Adam Phillips from RBC BlueBay Asset Management.
Default rates are starting to increase in the upper mid-market, making credit terms more important than ever, says TPG Twin Brook Capital Partners’ Kim Trick.
Platform deal volumes may still be down, but portfolio-based activity is keeping lenders busy, say Churchill Asset Management’s Jason Strife and Mat Linett.
As syndicated markets open back up, David Mechlin and Kevin Lawi of the Credit Investments Group in UBS Asset Management (formerly known as Credit Suisse Asset Management) believe that private credit will continue to play a major role for years to come.
Head of asset management Vivek Mathew on what he believes to be the continued opportunity set for investors in the mid-market.
The reopening of syndicated loan markets is creating huge opportunities for junior debt lenders, says Park Square’s Robin Doumar.
Strategic value and rapid growth in Europe mean that private debt is now a highly significant asset class, says Arrow Global Group’s Zach Lewy.