Private markets are no longer the exclusive domain of large institutions. Across Europe, regulatory reform, digital innovation, and investor demand are converging to democratize access to alternative investments. As frameworks like ELTIF 2.0 (European Long-Term Investment Funds), UCI part II (Undertaking for Collective…
Marc Seidner, PIMCO's CIO Non-Traditional Strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Wonder what asset-based finance is all about? Elliot Mcilrath, Product Strategist, Alternative Credit, demystifies the exciting evolution in private credit.
Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities strategy discusses tightening of credit spreads, risks in the leveraged loan market, and the limited compensation for high-yield bonds.
PIMCO Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets.
Michelle Handy, Chief Investment Officer of Direct Lending, discusses how optimistic market sentiment is impacting private credit supply-demand dynamics and deal terms, and provides her 2025 outlook for the private credit market and corporate fundamentals.
The private credit market has grown significantly in recent years, taking market share from traditional banks, a trend that has been occurring since the Global Financial Crisis. Private credit is a broad term and can include a number of different strategies, all with different risk/return profiles.
Residential private credit offers a compelling investment case for insurers, from diversified income streams to favourable capital treatment. Listen to Eric Atlas share his insights with InsuranceAUM.
Listen to Group CIO Dan Ivascyn discuss balancing opportunities and risks in private credit today, and why selectivity remains key to take advantage of attractive multi-year prospects.
Financial markets and the broader economy concluded a remarkably resilient year in 2023, especially when considering early fears that higher interest rates and stress in the banking sector would trigger a recession. Stronger-than-expected economic growth, a healthy labor market, and technological innovations such as AI…
Credit selection and process matters - but what about timing? Damien Guichard offers insights into the different approaches regarding market timing in public and private debt markets.
David Newman asks: "It appears that there's been a lot of covenant light deals within the market lately. Has this meant that the credit enhancements which one should have seen in private debt no longer exist?" Watch Damien Guichard's reply.
Global Head of Private Markets, Emmanuel Deblanc, says 2024 should present investors with a window of opportunity to enter some sectors of the private markets on attractive terms.
Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.
