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Rebalancing for rising rates

Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]

Growth Investing Grows Up

Read our latest Private Markets quarterly article focusing on the Rise of Growth Lending in Europe written by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key elements: The European tech sector is developing rapidly Specialist growth lenders offer an attractive value proposition for investors Growth lending strategies are poised for strong growth and continued strong […]

Responding to dislocation

Private Credit’s history of adapting to change and crisis Lessons from history: superior returns in turbulent times Private credit after 2008: filling the financing gap Private credit for today: the rise of specialized