As geopolitical tensions create new uncertainties after a record-breaking year for private credit, Monroe Capital’s Mick Solimene outlines how a ‘credit first, zero loss’ posture provides visibility amid the fog.
A rising focus on sustainability is creating opportunities in private debt markets, with scale being a key differentiator, say Daniel Pietrzak and Matthieu Boulanger, KKR’s co-heads of Private Credit.
The events of the past two years have raised awareness about the importance of a disciplined approach and strong balance sheets, so despite the ongoing pandemic and concerns about certain macroeconomic issues, many direct lenders and middle market companies have headed into 2022 in good shape, says Drew Guyette, chief credit officer and senior partner at Twin Brook Capital Partners.
Attractive and uncorrelated returns make speciality finance an increasingly compelling part of the evolving private credit market, says Ivan Zinn, founding partner and chief investment officer at Atalaya Capital Management.
Firms need to be intentional about creating a gender diverse workplace, ensuring women have meaningful seats at the table and making representation a priority, say Antares Capital’s Tracy Raben, Beth Troyer and Devasena Vallabhaneni
Not that long ago, ESG was little more than a box-ticking exercise. Things have progressed a very long way since, maintains Benjamin Davis of Octopus Real Estate.
The LP appetite for private credit shows no signs of abating, with the asset class entering 2022 in good shape to deal with challenges ahead, say Alter Domus’s Laurent Fudvoye and Greg Myers.
Fragmented European lending markets present opportunities for debt funds looking at non-performing loans and distressed debt, but local focus is a must, say Arrow Global’s Zach Lewy and Davide Stecchi.
Firms need to be intentional about creating a gender diverse workplace, ensuring women have meaningful seats at the table and making representation a priority, say Antares Capital’s Tracy Raben, Beth Troyer and Devasena Vallabhaneni.
As the CLO market emerges from the covid-19 crisis in Europe, it is clear the asset class is positioned well to withstand volatility and respond to challenges, says Sharif Anbar-Colas, head of structured credit at Kartesia.