Essential Asia

Churchill’s Ken Kencel on Private Credit’s Second Act

From the myth of “semi-liquid” private credit to why the highest returns can be misleading, Kencel challenges some of the industry’s most widely held assumptions.

Why Top Pensions Like Verizon and Lockheed Martin are Outsourcing to Goldman

Even the largest pensions are outsourcing. Still, “There is a very strong case for keeping management of the pension plan in-house, especially for plans more than $5 billion.” 

Despite Software Making a Comeback, Investors Still Struggle With Valuations

SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.”

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