While private debt hasn’t escaped unscathed from the coronavirus pandemic, the disruptions have created long-awaited opportunities. PDI’s US Report 2020 takes the pulse of the US credit market and discovers why, while there is an uptick in confidence since June and there are definite grounds for optimism, defensive strategies remain top of the agenda.
US Report 2020
The search for a safe landing
A faltering global economy is opening up a new era for US private debt. Although there is nervousness about what the future holds, there is also a sense of opportunity amid the chaos.
Northleaf Capital Partners: Active portfolio construction is key to managing risk
Taking a rigorous and holistic approach to portfolio construction and analytics should be a priority for private credit investors, writes Jon McKeown of Northleaf Capital Partners.
Too late to the distressed party?
Recent months have seen high volumes of marketing dedicated to US distressed debt. Joe McGrath looks at whether there is too much money competing for the opportunities.
MGG Investment Group on covid-19: A lesson relearned
Lenders who stayed disciplined will reap the rewards in the post-pandemic economy, say Daniel Leger and Gregory Racz of MGG Investment Group.
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