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European mid-market companies look particularly attractive amid an increase in restructurings across the region. BlueBay institutional portfolio manager James Rous considers why economic headwinds translate to tailwinds for special situations investors.
Despite broader headwinds for the sector, secured lending into niche areas of the European residential real estate market offers compelling risk-adjusted returns, says Adrian Cloake, chief investment officer at LCM Partners.
The expertise and financial solidity of the servicer is something people often overlook in speciality finance. Christian Brehm of FC Capital explains why this would be a mistake.
Whether it is shorter loan durations or more esoteric products, we believe private debt is proving that it can innovate to attract investors, say Lushan Sun and Matthew Taylor of LGIM Real Assets.
Investing in larger companies has many advantages, especially in these more challenging times, say Blackstone’s Brad Marshall and Jonathan Bock.
Lending against net asset values, or NAV, is proving a valuable source of liquidity and capital to private equity funds as they near the end of their investment period and move into the harvest period, says Pemberton’s Thomas Doyle.
Illustration of a green city skyline
Private debt has a key role to play in alleviating property shortfalls in Europe, say Arrow Global’s Mark Posniak and Maslow Capital’s Ellis Sher.
These are the best lending conditions for years, say Gregory Racz, president and co-founder, and Daniel Leger, managing director of MGG Investment Group
Private credit is well positioned to capture allocations from private equity, says Park Square’s Robin Doumar.
Direct lending has grown sharply and looks set to account for a far greater share of the leveraged finance market in coming years, says Craig Packer, co-president of Blue Owl Capital.

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