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Inflation
Market conditions are creating fear and loathing for some, but opportunity for others.
Matthias Kirchgaessner examines retail redemption stress, institutional contagion channels and the broader repercussions for the private credit market.
The next few months could represent a crunch point for opportunistic and distressed credit managers as long-term interest rate challenges hit portfolios.
The ways in which lenders evaluate their capital structures are being scrutinised by LPs when deciding between opportunities in this competitive segment of the market.
Joseph Goldschmid and Christopher Kenny of Oak Hill Advisors explain how they are seeking to find the best opportunities in a growing special situations market.
Private credit managers happy to extend loan holding periods may find new technologies will wait for no one.
Economic conditions in the US are becoming challenging, with inevitable knock-on effects for the credit market.
Legislative uncertainty prompts LPs to look beyond US-focused direct lending funds, even as the market retains its dominance in private credit fundraising tables.
The ‘America First’ approach brings new priorities for lenders, with uncertainty a constant presence.
US lenders and investors attempt to keep pace with a rapidly evolving inflationary and political environment.