Inflation

Interest rates are rising to try and combat inflation, but private debt has some in-built protections and even a chance of further growth.

Panellists at REC Europe’s London event said inflation and rising rates are prompting greater scrutiny of potential financing deals.

In our latest video on the topic, we discover that Emmanuel Deblanc of Allianz Global Investors has high hopes for the ability of private markets firms to make the adaptations needed to accommodate changing circumstances.

The fundamentals of floating-rate investments, which have driven record CLO issuance, will keep attracting yield-hungry investors, according to Western Asset Management.

The topic is top of mind for the region’s investors and has raised concerns that property markets abroad may have become too expensive.

The investment manager believes loan demand 'remains robust' and will reach $140bn by the end of the year.

The economic bounce-back from covid came quickly, says Randy Schwimmer of Churchill Asset Management, which caused inflation to be on everyone's minds.

Economic recovery has seen inflationary concerns return for the first time in more than a decade, meaning managers must prepare for future risks. But opinion is divided, with some believing deflation is a bigger long-term concern. By John Bakie and Robin Blumenthal

We gather thoughts from some of the industry's biggest private equity players on how they plan to deal with expected rising costs and inflation's impact on performance and fundraising.

An increase in interest rates in the near term would have a 'positive impact' on the asset manager's business, according to chief executive and CIO Benoît Durteste.