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Private debt funds face exposure to AI-disrupted industries in approaching 60% of assets, driven by a culture focused on origination rather than portfolio management.
Many direct lenders are considered overexposed to software, but opinions differ as to how harmful AI disruption in the sector may ultimately be.
Cliffwater and Morgan Stanley seek to reassure investors over the health of their funds’ portfolios, while JPMorgan limits lending activity to credit funds.
Receivables financing is tipped to see strong growth through to 2030. PDI examines why – and asks whether the banks can make a comeback.
Asset-based finance offers different risk and return profiles that make it appealing to a broad investor base, says John Wright, a partner and global head of credit at Bain Capital.
ProPetro, doing business as PROPWR, targets 750MW to be delivered by 2028.
The lease facility supports power generation and includes a 42-mile conveyor belt to address growing energy demand.
AI is becoming a must-have for real estate credit risk and pipeline management.
In this podcast, part of PEI Group's Private Markets 2030 programme, guests from Brookfield discuss the opportunities and risks around artificial intelligence in infrastructure.
Manager sees an inflection point for infra lending via CLOs that marks a turn away from the banks.