Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed....
Whitecroft argue that bank risk sharing (also known as SRT) could deliver returns as good or even better than high yield or leveraged loans, but with a portfolio of mainly investment grade assets. The market is booming but deal selection is key....
Investors’ appetite for private credit shows no signs of abating, with estimates suggesting it will double in value over the next five years. But within the asset class, choices need to be made. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
The rapidly spreading use of artificial intelligence is even further and more dramatically intensifying the demand for powerful semiconductor chips. But how does the increased use of artificial intelligence impact the semiconductor sector and what risks and opportunities does it provide to small-cap companies in particular?
As banks double-down on capital relief and balance sheet optimisation, this is creating an attractive and unique entry point for investors to gain exposure to the core, yet ‘harder-to-access’, parts of bank balance sheets and earn potentially attractive risk-adjusted returns.....
With Finland and Sweden joining Nato, continued war in the Ukraine and tensions in the middle east, weapons are in high demand. While they are a controversial topic, investors are carefully evaluating obvious ESG concerns as they consider the defence sector and how to access it.....
The Dutch insurance giant continues to add innovative strategies to an already impressive range of alternative credit products. We spoke to Frank Drukker and Peter Slob to find out what they are bringing to the Nordics......
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.....
As impact investing is picking up increasing interest amongst Nordic investors, we look at some of the nuances and specifics that should be considered when defining strategies......
In a dramatically reshaped macro and market landscape, insurance investors are in uncharted waters. What are the keys to navigating them?
