PDI Picks – 4/25/2022

Eyes turn to Asia-Pacific

Chart

The region is attracting increasing interest (see chart), which extends beyond mainstream strategies to more niche areas.

Europe is the place to avoid. That was the view of longstanding limited partner Tom Tull as he said that global turbulence marked a good time to carefully evaluate the weighting of geographic exposures. He was not the only person on stage at Private Debt Investor’s APAC Forum to make the argument that Asia-Pacific looks a relatively attractive proposition for private debt.