-
Sort By
-
Newest
-
Newest
-
Oldest
Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been “sitting on their hands”. And the dislocation in commercial real estate is creating new opportunities for savvy managers.
The meltdown of Silicon Valley Bank is “an early step” towards a more rational market environment, according to Howard Marks, but new problems might arise from bank exposure to commercial real estate.
Evergreen Ratings has singled out the iPartners for wholesale investors for providing ‘appropriate’ liquidity in an inherently illiquid private debt market. In its latest ratings for the burgeoning private debt asset class, where non-institutional products are starting to take hold for smaller investors, the new ratings service which concentrates on alternatives offerings for wholesale, has…
Private capital has shot away from the rest of the alternatives sector in the past few years and did well enough during the worst of the pandemic to support long-term growth predictions. A webinar organised by the Australian Investment Council, in association with researcher Preqin, last week (June 10) provided some colour around the annual…
Super funds and other asset owners are adapting to the lingering impact of the pandemic through a big jump in manager searches, according to the latest quarterly report from bfinance. The global fund search and advisory firm has reported a 34 per cent increase in the number of searches in 2020 compared with 2019, with…
The world piled on a further US$24 trillion (A$30.1 trillion) in 2020 increasing the total debt mountain to a new peak of US$281 trillion (A$361 trillion), according to the Institute of International Finance (IIF) analysis of 61 countries. As governments and corporates scrambled to cover COVID-related revenue needs the average global debt-to-GDP jumped a massive…
Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.
