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Ask the investors: how to budget for risks
Here are our findings on selective Korean and Japanese investors’ risk appetites and favoured sub-strategies for the asset class this year.
EMPEA survey: private credit strategies in emerging markets seek mispricing of risk
Organisation finds emerging market strategies to have lower leverage levels and higher targeted returns than those aimed at established jurisdictions.
Japan: A hot place for infra debt managers
Infrastructure debt continues to attract conservative but income-seeking Japanese institutions like Dai-ichi Life Insurance and Development Bank of Japan
South Korea: the end of the infra spree?
Korean insurers are making changes as they see diminishing returns from infrastructure debt.
South Korea’s POBA: what it wants and why
Chief investment officer Dong-Hun Jang tells PDI that the Public Officials Benefit Association is looking at niche private debt strategies and real estate debt in the US as seeks additional ‘control and ownership’.
Asia covenant quality weakens due to China factors
Chinese property developers now have more flexibility in cash spending, debt and investment carve-outs
KKR posts 7% gross alternative credit returns in Q1
The private equity firm considers special situations, direct lending and mezzanine to be its core alternative credit strategies.
Goldman insurance survey latest to show LPs’ drift to private debt
Real asset debt and corporate loans were among the favourites of insurers, outpacing real asset equity strategies, hedge funds and public securities for planned allocation increases.
Jefferies, Stonyrock launch fund of firms partnership
The New York-based investment bank and newly-formed Stonyrock are just the latest entrants into one of alternative asset’s booming sectors: taking non-control positions in private markets managers.
Cerberus’s initial NPL fundraise collects $5.1bn
A November report from the European Commission estimated total NPL volume in the EU to be €820bn.
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