Private markets: three ideas for 2023
An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.....
An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.....
Challenging the consensus view that impact investments are only possible via equity, interest is growing in impact credit as an innovative, targeted, and effective response to big global issues, including climate change. Financing is provided for firms delivering positive financial returns, as well as material and measurable environmental and/or social impact.....
Higher interest rates and tighter lending conditions are creating a very attractive environment for opportunistic credit managers with flexible capital to fill large liquidity gaps.....
Traditional public market solutions such as syndicated leveraged loans and high-yield bonds mainly serve large-cap or larger mid-market corporates, which leaves a void for a mid-market lending strategy focusing on high-growth companies in Southeast Asia, South Asia, Oceania and the wider Asia-Pacific....
We speak to Denmark’s AkademikerPension (AkP) and Zurich-based SUSI Partners to find out about the unique ways of structuring a private credit strategy in the energy efficiency space. AkP was an anchor investor in a recent fundraising......
Private markets have developed into a global, highly diversified and heterogenous universe where some sub-sectors offer investors relative and absolute value. But deployment has slowed down and we have reached a crossroads: it takes (more) time to agree on value in this new context - argues Allianz GI´s Emmanuel Leblanc
Over the past year we have interviewed allocators who specialise in alternative and private credit across the Nordics. This report highlights how Nordic investors and allocators are adapting to a new environment of raising rates, sticky inflation and possible recession and how it is effecting their strategies and allocations to alternative credit......
Hamlin Lowell spoke to Head of Alternative Investments, Mikael Huldt, about the firms alternative credit program and the criteria for selecting managers......
We catch up with Jussi Tanninen, Head of Private Debt and Real Estate, to talk about the strategy for the firms balance sheet as well as external client portfolios.....
Head of Hedge Funds and Private Debt, Cian Walsh, talks to us about how allocations are responding to the new market climate....