PDI events

Spread compression, the First Brands bankruptcy and geopolitical risk were among the talking points at our annual gathering in Munich.

The private debt market does not want spreads of less than 500bps to become standard, delegates at the PDI DACH Forum in Munich heard.

It is more in credit GPs’ interests to actively pursue liquidity than remain passive with tail-end portfolios.

Still popular and going strong, but various forces are building that could test private credit’s famed resilience.

The collapse of the US auto lender was a talking point at this week’s PDI Network New York Forum.

Ahead of his participation in this year’s PDI Network New York Forum, Nirav Dangarwala of Resolution Life shares his views of the private debt market.

Ahead of their participation in this year’s PDI Network New York Forum, Art Vinokur and Rich Nuzum of Franklin Templeton share their views of the private debt market.

‘Resilience’ is a word frequently used when describing how private debt has responded to previous challenges. How’s it shaping up in response to the current economic and political backdrop?

As managers assess tariff impacts, sectors such as healthcare and business services are seen as safe bets. Meanwhile, domestically focused businesses may stand to benefit from the decline of globalisation.

Amid concerns over pressure on existing loans and revived competition from the syndicated market, there is still an overall positive tone at the PDI Germany Forum in Munich.