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Private Debt Intelligence - 5/29/2023

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Private debt AUM surpasses private real estate funds in North America Private debt assets under management (AUM) in North America exceed private real estate funds for the first time ever. As of September 2022, private debt AUM in North America reached $924.0bn establishing a lead over real estate’s $918.9bn…. Subscribe to Read MoreAlready a member?

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Debtwire Middle-Market – 5/29/2023

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Source: VanEck BDC Income ETF and BofA Merrill Lynch US High Yield Effective Yield The red line in the chart is the current dividend yield of the *VanEck BDC Income ETF (BIZD) that tracks the overall performance of publicly traded business development companies (BDCs, lenders to privately held middle-market businesses that tend to be below…

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PDI Picks – 5/29/2023

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UK dislodged from Europe’s top spot France saw a surge of deals in the second half of last year, but the UK should not be written off prematurely. The Deloitte Private Debt Deal Tracker for the second half of last year caused something of a stir when it positioned France ahead of the UK for…

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Letter from Seoul (Second of Two Parts)

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“Private credit is the only bright spot in asset allocation right now.” The themes around private credit of consistent returns, valuation stability and low-risk portfolios were repeatedly underlined in the twenty or so meetings we had with investors in our weeklong trip around Seoul, South Korea. Fortunately conditions are increasingly propitious for both private credit…

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