The Essential

A BDC Watchlist Finds $5.7 Billion in Portfolio Loans ‘At-Risk’

The fair value of these loans declined by 17 percent during the first quarter, according to 9fin.

Sponsored by Franklin Templeton


Expanding Global Opportunities Beyond US Portfolios


As concentration risk and policy divergence reshape markets, institutional investors are reevaluating international allocations. Explore the case for global investing, emerging market opportunities and portfolio strategies designed for a changing investment landscape.

Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator

A new survey from Clearwater shows spending continues to rise, but “the firms generating the strongest outcomes are not the ones spending the most on AI, but the ones building on data they can trust.”

Sponsored

Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market

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.”

Related Content

It’s Not Business as Usual for BDCs

Jonathan Kandell

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test

Julie Segal

Private Credit Secondaries Surge Amid Muted Exit Environment

Michelle Celarier

Job Board – For Investors Only

Investment Analyst
​

University of Virginia

​
Learn More

Investment Analyst
​

DUMAC Inc

​
Learn More

Investment Analyst
​

DUMAC Inc

​
Learn More

Investment Analyst
​

BlueCross BlueShield Association

​
Learn More

1270 Avenue of the Americas, Suite 1120

New York, NY 10020

 

© Institutional Investor, LLC. All material subject to strictly enforced copyright laws. Please read our Terms and Conditions and Privacy Policy before using the site. Institutional Investor is part of Delinian.

 

| Unsubscribe

LinkedIn
X
Bluesky
Instagram