Private Debt Investor‘s Strategies Examined report explores up-and-coming credit assets, such as asset-based finance and media royalties, as they carve out a niche amid the mainstream in 2026.
Asset-based lending has been growing in popularity for a number of years, but with recent bankruptcies sparking nerves, this report looks at how managers are adapting. There is also rising interest in backing media, entertainment and sports businesses, although questions remain about how managers can protect themselves in this notoriously risky industry. Finally, some see CLOs offering resilience in a challenging market and providing upside when markets improve.
INSIDE THE REPORT
ABF managers emphasise discipline following bankruptcies
Though collapses primarily occurred on bank balance sheets, alternatives managers have sought to get ahead of the problem.
Sports and media may be a game changer
Investors looking to take more risk in private credit could consider the highly specialised sports and media sector, which is undergoing a major transformation.
PREVIOUS COVERAGE
As private debt grows and matures as an asset class, an array of new strategies enter the market to compete with those more established. In this special report we take a look at strategies old and new and examine what they can do and the role they fill in an investor’s portfolio.
From the ever popular direct lending through infrastructure debt and emerging markets credit, this report offers an insight into some of the most exciting ways to employ private debt in today’s market.
How covid cemented the dominance of Europe’s big direct lenders
The pandemic was the biggest shock to the system for some time – one that managers with scale were better placed to withstand.
Barings on a unique window for real estate debt investors
The bottom of the market has been reached and now there are potentially compelling upside opportunities, says Rupert Gill of Barings.
Nuveen: Non-investment grade infra credit can capitalise on mega-trends
Private infrastructure debt fundraising has been dwarfed by private infrastructure equity fundraising despite infrastructure projects being 60-80% debt financed. Nuveen’s Don Dimitrievich expects that to change.
Growth amid challenges in Latin America
A wealth of opportunity awaits in investment grade and asset-backed securities, but heavy-handed regulation is a barrier.
Northleaf Capital Partners: Asset-based speciality finance is an emerging opportunity
Niche asset-based speciality finance offers attractive yield for well-managed risk, according to CJ Wei, managing director in private credit at Northleaf Capital Partners.
26North seeks to stand out from the crowd
Apollo co-founder Josh Harris started his firm aiming for a 'high hit ratio' in the mid-market.
Credit secondaries: What do buyers want?
A valuable product at a discount, eliminating the J-curve and a chance to exploit inefficiency are among their priorities.
VSS Capital Partners on capturing the structured capital opportunity
Straddling the worlds of equity and debt, Trent Hickman, co-managing partner at VSS Capital Partners, identifies a form of capital that offers business owners flexibility and incentivisation
that offers business owners flexibility and incentivisation.
Private Debt Investor explores the dynamics driving many of today’s most popular private debt strategies – from distressed debt to sponsored buyouts, and from leveraged loans to climate finance
How to grasp the credit opportunity
There are many different definitions of the credit opportunities strategy, but all offer flexibility and a distinct position in the investing spectrum.
Nuveen Real Estate: Now is the time for commercial real estate debt
Jack Gay, global head of real estate debt at Nuveen Real Estate, takes an in-depth look at the sector’s key characteristics.
The arsenal of distressed debt violence
Distressed pre-bankruptcy firms are using workarounds that allow some final-reprieve liquidity and offer risk-tolerant lenders opportunities.
Private Debt Investor explores the dynamics driving many of today’s most popular private debt strategies – from distressed debt to sponsored buyouts, and from leveraged loans to climate finance
LATEST NEWS
Arcmont outlines the opportunity for European private credit
Economic growth may not be as rapid as the US, but spreads and credit docs may compensate.
Oaktree-backed GA Group launches direct lending platform
Great American Holdings has acquired a risk solutions business and begun managing third-party assets focused on asset-based lending.
Phoenix investment heads exit amid cost-cutting push
Several senior executives have left the UK life insurer ahead of its imminent rebranding as Standard Life, Private Debt Investor has learned.
Loan Note: Measuring stress in the sponsored market; Investec closes second PD fund
Assessing the stresses and strains in the private equity and debt markets. Also, Investec closes second private debt fund, and study finds private markets allocations on the rise. Here's today's brief for our valued subscribers only.
New report: Private markets performance data
PEI Group’s quarterly fund performance reports analyse the state of private markets through the lens of our proprietary data to bring you market insights enriched by our reporting and editorial expertise.
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