Guest Writer
Stimulating dealflow is not straightforward, but fund managers have an opportunity waiting to be exploited in climate finance.
Opportunities persist for those investors able to be flexible in a changing environment. Camille McLeod-Salmon, portfolio manager in leveraged finance at Fidelity International, runs the rule over current market dynamics.
Despite the macro pressures, these are the best of times for those prepared to be selective and understand where the best deals reside, says Zach Lewy, CEO, CIO of Arrow Global.
Private credit has served the mid-market for years, but now the sector is expanding into larger transactions with great success, explains Lee Kruter, partner and head of performing credit of GoldenTree Asset Management.
Demand is growing at both ends of the risk spectrum, says Andrew Lockhart, managing partner at Metrics Credit Partners.
With an approach based around asset backing, Schroders Capital offers expertise that allows for the blurring of lines between public and private debt markets to capture opportunity, explains Michelle Russell-Dowe.
A multidisciplinary approach is the key focus for a successful responsible investing programme, say Oak Hill Advisors’ Adam Kertzner and Jeff Cohen.
Claire Madden, managing partner at Connection Capital, identifies five issues that should be top of mind for managers and investors in today’s changed environment.
A large portion of the world’s assets are tied up in private debt assets, yet these assets are difficult to trade. Christoph Gugelmann of Tradeteq explores the challenges around securitising private debt assets and how emerging technology can widen the pool of investors
The coming recession will be a major test of how well European private debt funds have prepared for downside, says Triton Debt Opportunities' Amyn Pesnani.