This content is from: Portfolio Private Credit Will Offer Some of the Best Returns in Alts — But Defaults Will Rise Private lenders are being “chased by borrowers who are happy to pay a premium for scarce financing,” according to KKR. By Hannah Zhang March 29, 2023
Sponsored U.S. Autos: Is the Recession Over? The sector already had its recession, argues Morningstar, and key tailwinds should sustain growth through even a sharp economic downturn. Sponsored by PitchBook May 10, 2023
This content is from: Portfolio Private Credit’s ‘Lost Decade’ Is Ending. Here’s What Comes Next. Credit investing is now “much more of a full-contact game with wrestling in the mud,” says Victor Khosla. By Alicia McElhaney May 02, 2023
This content is from: Portfolio New Study Shows Non-Bank Lenders Contain Credit Risk and Stem Losses “Quite surprisingly, PE-backed loans appear to have lower credit risk relative to comparable non-PE-backed loans, at least when measured by expected losses,” argue researchers. By Alicia McElhaney May 09, 2023
This content is from: Culture The Brothers of King Street Let Down Their Guard In a rare interview, Lifetime Achievement Award honorees Brian Higgins and O. Francis Biondi Jr. reflect on their relationship and building one of the world’s top hedge funds. By Michael Thrasher May 10, 2023
This content is from: Portfolio Asian Financials Have Weathered the Banking Crisis Better Than Global Peers Central bankers in Asia have have had strict control over regional banks since the 1997 Asian Financial Crisis. It has paid off, argues Eastspring. By Hannah Zhang March 21, 2023
