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 The Unexpected Way Allocators Can Always Have Cash to Invest in Bear Markets Davidson Kempner’s Tony Yoseloff analyzes how opportunistic credit can be the core of an innovative funding mechanism. By Julie Segal April 10, 2023
This content is from: Portfolio Growth Equity Funds Step Into the Void Left by SVB “Any disruption like this creates opportunity, and private equity is usually very well positioned to take advantage of dislocations,” says Jeff Diehl of Adams Street. By Hannah Zhang April 14, 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 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
This content is from: Research The Research Firms Helping Investors Navigate Asia In what experts describe as dynamic, divergent markets, one sell-side provider rises above the rest. By Alexandra DeLuca May 30, 2023