Private Markets Edit: PIMCO, Nuveen, Schroders, and More

Separating signal from noise in the $15trn private markets universe

This first edition of the Savvy Investor "Edit" series provides a selection of the most timely, detailed, and useful insights into private markets recently published by the most knowledgeable asset managers and institutions.

An Active Manager’s Lens into Private Investment Grade Credit (PIMCO)

An active approach that rigorously analyzes various risks can help create meaningful value compared with passive strategies.

Private Debt: Risks and Opportunities as the Industry Scales (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

Growing allocations to private debt is driving some convergence with public debt, although both continue to exhibit distinct behaviors.

The Power of Credit (KKR)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Public and private markets enrich the broader market, touch a wider range of constituents, and provide critical access points to scaled credit for businesses.

Private Credit: Opportunity in a Maturing Market (Nuveen)

One of the most common misconceptions about private credit is the notion that it constitutes a singular market

Private Equity: Shaping the Future of Innovation (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Private capital is increasingly important given the deteriorating fiscal position of developed market governments.

Do Private Assets Belong in 401k Plans? (Vanguard)

For compliance reasons, this paper is only accessible in the United States

The investment case for private assets in DC plans hinges on choosing high-performing managers.

Private Credit Portfolio: European Opportunities? (Invesco)

For compliance reasons, this paper is only accessible in certain geographies

As volatility increases across public markets spurred by the ongoing trade dispute, private markets are becoming more relevant.

Private Equity Fast Pitch: Matthew Sparks (Northleaf Capital Partners)

Northleaf's Managing Director, Matthew Sparks, offers his take on recent private market developments and where Northleaf finds itself.

Is Market Volatility Driving Private Credit’s Expansion? (HPS)

The authors of this paper see scope for a further shift in the structure of the lending landscape as a result of volatility.

How Continuation Investments Are Disrupting the Buyout Market (Schroders)

Forecasts show that the market for continuation investments, also known as GP-led secondaries, is set to more than quadruple over the coming decade, driven by a combination of buy-side demand and structural supply-side growth drivers.

Private Credit in Australia (ASIC)

For compliance reasons, this paper is only accessible in certain geographies

The Australian private credit market has grown in recent years and continues to grow strongly. What is behind this expansion?

Is PE's Slash-and-Burn Reputation Overblown? (Harvard Business School)

Researchers found that workers lost jobs and wages after buyouts – but not for the reasons they expected, nor to the extent they anticipated.

Special Report

Sustainable timberland: Unlocking diverse revenue streams (Special Report, 2025)

For compliance reasons, this paper is only accessible in certain geographies

This Special Report examines Manulife Investment Management’s approach to investing in timberland and the additional and diverse revenue the asset class generates through the innovative actions of its value-added service team.