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Performing credit investors getting lower returns – Oaktree’s Marks

Oaktree co-founder Howard Marks tells PDI that it is hard to achieve an adequate return in such a ‘hot market’.

Watch out for basis risk – CLSA’s Johnson

Australian lenders are facing such risk amid subdued credit growth outside of the real estate sector, says the regional head of bank research at CLSA.

Why the world is a more dangerous place

What are the big changes in the geopolitical scene that managers and investors should be keeping an eye on? Christopher Smart of Barings analyses the key trends

Elephants stumble in European mezzanine market

The turning of the cycle will put Europe’s mezzanine lenders to the test, which means GPs are choosing their target companies carefully, writes David Turner.

PDI New York forum: Private credit grows up

The asset class continues to make inroads with limited partners even as deal documentation deteriorates.

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