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Letter from the North Country
Consistent with remarks from conference panelists, pension plans are looking at more niche private credit strategies to achieve diversified return…
Read MoreDownhill From Here
Does this lower-for-longer outlook mean the end of the Golden Era for private credit investors? All-in spreads have been at…
Read MoreThat’s the 162
Long-term investors, particularly those in private capital, emphasize fundamentals. They ask how top managers deal with uncertainty. What economic signs…
Read MoreLetter From Milan
When it comes to private capital, institutional investors in Italy have an increasing variety of options. Exposure to US private…
Read MoreBack to School
Our fondness for inflection points suggests there are many to consider. First, the economy. Despite many misgivings over the past…
Read MoreWhy so sensitive?
As we head to our end of summer break, let’s reflect on three things that will not change. First, rate…
Read MoreLetter from London (Second of Two Parts)
These partnerships are helping to drive the growth of the DC market, which is expected to rise to about £1…
Read MoreLetter from London (First of a Series)
These partnerships are helping to drive the growth of the DC market, which is expected to rise to about £1…
Read MoreCLO Awakening (Second of Two Parts)
From a risk perspective, CLO defaults are rare; no AAA tranche in either US or European CLOs has ever defaulted.…
Read MoreCLO Awakening (Part One of Two)
In a note last week, our content partners at PitchBook LCD highlighted “the high level of CLO paydowns and deal…
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