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Inflation
Despite the macro pressures, these are the best of times for those prepared to be selective and understand where the best deals reside, says Zach Lewy, CEO, CIO of Arrow Global.
In our final episode of Private Markets and the end of Cheap Money, we hear from IMCO, Oaktree Capital, BC Partners and more on what investment professionals there keep their eyes on in the era of higher borrowing costs.
Marathon Asset Management's Bruce Richards shares his expectations for the 2023-24 credit cycle.
As markets are upended by the resurgence of inflation and interest rates, credit managers will face a range of issues in the year ahead, say Randy Schwimmer and Jessica Nels.
Tougher times lie ahead and fund managers need to have an action plan for how to guard against issues down the line.
With the banks pulling back and the competitive environment favourable to lenders, Natalie Howard, head of real estate debt, Schroders Capital, insists it’s a great time to consider the property lending sector.
Inflation and interest rates enter investors’ list of top three worries this year, as fears of a recession persist.
European debt activity is consolidating around non-cyclical sectors, as lenders seek out stable revenues.
The European private debt market was busier than ever in H1, despite the macroeconomic challenges.
Key commodity prices have come down from their peaks following the outbreak of war in Ukraine, but we may not be over the worst of it yet.