GID’s Post

“Higher returns and a broad opportunity set are bolstering the outlook for private debt in Europe.” Robert Wartchow, Portfolio Manager and Managing Director for Mid-Market Debt at Pemberton Asset Management, shares his thoughts with Private Debt Investor on the current macroeconomic backdrop impacting credit and the opportunity set across Europe going forward. Read the full article below or visit the website: https://lnkd.in/gFgr7vPk #PrivateCredit #AssetManagement #DirectLending #MidMarketDebt

We attended the SuperReturn Private Debt Conference in Berlin! Private debt is proving to be a dynamic and resilient asset class, offering unique opportunities in today's market. We listened to insightful panel discussions with top industry experts in the private credit space. Key takeaways include navigating the investment lifecycle effectively, the evolving landscape of secondary markets, and the critical importance of flexibility and liability management. Exciting times ahead for private debt! #Superreturn #PrivateCredit #AssetManagement #PrivateAssets

Is private debt a good investment in an environment where interest rates keep fluctuating? Sean Low, CEO and CIO of Golden Vision Capital (Singapore) Pte Ltd makes a compelling argument that private debt offers inherent advantages over public debt, regardless of the interest rate climate:   💸 Private debt provides a consistent alternative to public debt. 📈 It offers higher returns for investors compared to public debt.   ⚖ Private debt can be a valuable asset class for a balanced portfolio. Watch the full fireside chat from our Mergermarket M&A series at https://bit.ly/3vgeOmH

Understanding private debt secondaries. Anselm Feigenbutz, Joaquin Ardit and Kulbhushan Kalia of Allianz Global Investors discuss how secondaries offer intriguing opportunities for investors to enhance their portfolio returns. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #PrivateDebt #PrivateCredit https://lnkd.in/e2_dw6p6

In recent years, the UK has seen a surge in distressed debt investing, a trend which has captured the attention of institutional investors, private equity firms and turnaround specialists alike. Many companies have faced significant financial challenges with the global economy in flux, leading to a rise in distressed assets. As a result, investors are increasingly eyeing these opportunities, hoping to capitalise on companies struggling to meet their financial obligations. This blog will explore the concept of distressed debt investing, examine its growth in the UK and discuss the opportunities and risks involved in this type of investment. Rise of Distressed Debt Investing in the UK - https://lnkd.in/d9rRs3uc Follow Simple Liquidation #DebtInvesting #SimpleLiquidation

Interesting column of our Head of Nordic Investments, Lesley Lanefelt, on the role of value-add debt funds in today's real estate markets. Check out the column! Reach out if you want to learn more! #debtfundfinancing #velocapital

Ely Place Partners reflected on its latest research into the private debt secondary market with Private Debt Investor’s Andy Thomson for the publication’s May 2024 issue. The article highlights how a maturing buyer universe has given institutional investors the confidence to bring larger portfolios to market, resulting in increased deal flow and reduced discounts on high-quality loan portfolios.    Following our timely survey, Francois Bouillon will be moderating the panel “Private Debt Secondaries Market Development”, tomorrow at Private Debt Investor’s Europe Summit in London. He'll be discussing some of our survey's key findings as well as exploring how to utilise the asset class as a tool to strengthen your portfolio, the ways institutional investors are navigating this space, and the factors driving the positive momentum of this fast-growing market.    Joining Francois on stage are fellow experts Joaquin Ardit from Allianz Global Investors, You-Ha Hyun from Perpetual Investors GmbH, and StepStone Group's John Bohill.    We’re always delighted to participate in such pertinent conversations on this growing asset class. Let us know if you're planning on attending the conference, we'd love to meet up!    Read about our latest findings in the May 2024 issue of Private Debt Investor here: https://lnkd.in/g3evCfK6    #privatedebt #secondaries #privateequity #advisory #conference

With 29 years of experience in municipal bond investing, we've witnessed the highs and lows, the calm, and the storm. ⛈️ ☀️⚡ Market conditions will always change. That’s why our barbell strategy is a great fit for today's market. We’re always on alert, ready to pinpoint potential inflection points that may call for a shift in strategy, whether it's a drop in interest rates, a flattening yield curve, or an increased allure in intermediate-duration municipal bonds. #portfoliomanagement #municipalbonds #munibonds #investing

Our colleagues Thomas Raber and Joe Clark are currently at the Private Debt Investor Europe Summit taking place in London. A great occasion to hear general views in the market and how allocators are considering their Private Credit portfolios. #PrivateDebtInvestor #PEI #privatecredit

DebtConference 2024 – one of the leading European Conferences for Real Estate Debt Investments takes place on 12/13 September 2024 in Frankfurt. We look forward to an exciting program with outstanding speakers. Don’t miss it and save the date! Information and Pre-registration: DebtConference.com #FondsForum #DebtConference #RealEstateDebtInvestments #Debt #Investments