Munich’s key talking points Read PDI’s Report: Golden age talk tempered by concern over recent vintages Stress, pricing pressure and resilience were among the characteristics of private debt referred to in the German city. This week, Private Debt Investor was hosting its annual Germany Forum in Munich. You can read here about our coverage of…
Investors expect modestly lower credit spreads, no change, and some widening. Source: The Daily Shot, PitchBook/LCD(Past performance is no guarantee of future results.)
Investors are challenged today with so much data and distraction coming at them from every angle. This makes it tough to see the big picture, which looks pretty good. After a dramatic 50 bp chop to the Fed funds rate barely two weeks ago, the mood has swung around once again. Now it’s more like,“What’s…
Launched Volume Source: LevFin Insights New-issue Yields Source: LevFin Insights Weekly Fund Flows Source: Lipper (Past performance is no guarantee of future results.) Contact: Robert Polenbergrobert.polenberg@levfininsights.com
Long-term investors, particularly those in private capital, emphasize fundamentals. They ask how top managers deal with uncertainty. What economic signs do they watch? How will higher rates affect portfolios and deal sourcing? Will a recession result in worsening default and loss rates? What examples of successful workouts can you show to demonstrate the ability to […]
Private debt fundraising in Europe falls despite rapid pace of deployment Read more in Preqin’s Insights+ Report: Alternatives in Europe 2024 After two record fundraising years in 2022 (€54.1bn) and 2023 (€71.0bn) for private debt, there has been a sharp decline in capital raised by Europe-based managers. In the first half of 2024, just €13.9bn…
September’s surprisingly strong jobs report further signals a soft landing. Source: The Daily Shot(Past performance is no guarantee of future results.)
The 7th Annual Greenwich Economic Forum this week brought together dozens of CEOs, CIOs, and top financial executives of all stripes for thought-provoking conversations. Topics included trends in asset management, global geopolitics, financial technology, and financial regulation. Tough to find more sophisticated and diverse thought-leadership outside a small town in Switzerland or the Beverly Hills…
(Past performance is no guarantee of future results.) Contact: Eric Rosenthal eric.rosenthal@kbra.com
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com