Tariffs

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.

Many of the manager’s investments, executives say, are less exposed to tariffs and trade shocks

The $192bn Canadian pension fund manager is looking to combine the expertise of its infrastructure and private credit teams, says CEO Deborah Orida.

Regulatory support will be a key factor in developing the region's ever-growing private credit market.

Tariffs and 'higher for longer' interest rates were just some of the factors attributed to the market's ambiguous condition.

Expert comment: The secondaries market is shrouded in uncertainty after tariff-related volatility. There are, however, reasons to remain upbeat over the longer term.

Investors believe uncertainty caused by US President Donald Trump's tariff policies could postpone a thaw in exit markets, compounding existing fundraising challenges.

Some LPs say they haven't made the move yet, but a large fundraise implies many already have.

Monroe’s Koenig worries over possibility we’re seeing 'a seminal moment'.

Companies with direct tariff exposure – those that must buy from global sources hit by tariffs – are the obvious candidates for debt default.