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US Billionaires Are Only Just Getting Started on Their Global Sports Invasion
US billionaires and sovereign wealth funds are going to get more active in global sports investing, according to Andalusian Credit Partners. “The US …
11 months, 1 week ago
Private Credit Giant Ares Is Seeing More Defense Opportunities in Europe
Ares Management, the $550 billion alternative investor, expects private lenders to get more involved in funding Europe’s rearmament. “We are starting…
11 months, 2 weeks ago
JPMorgan’s Aronov Sees More Junk Firms Struggling to Repay Debts
JPMorgan Asset Management is seeking hedges against credit market losses as risks rise and spreads tighten. “There’s value in shorts and credit prote…
11 months, 3 weeks ago
Private Credit Heavyweight HPS Sees ‘Huge Opportunity’ in Fund Finance
HPS Investment Partners is building out its fund finance business, including net-asset-value lending. “It’s a huge opportunity,” Purnima Puri, head o…
11 months, 4 weeks ago
Barings Is Seeing More Credit Investor Interest in Europe Amid US Policy Mayhem
Barings Sees Global Credit Investor Pivot to Europe (Podcast)Demand for European corporate debt is rising as global investors seek to diversify out o…
1 year ago
Silver Point Sees ‘Game Over’ for Some Private Debt Funds When Cycle Turns
When the credit cycle turns, “the game will be over” for some private debt funds that are overly exposed to weak companies, according to Silver Point…
1 year ago
PGIM Lauds ‘Bulletproof’ CLOs as Credit Risks Rise
Collateralized loan obligations are a credit safe haven as highly-indebted companies get dragged down by economic slowdown, according to PGIM Fixed I…
1 year ago
Credit Market Calm Is at Odds With High Default Risk, Schwab’s Martin Says
Credit markets are rallying but there’s elevated risk of some companies not repaying debt, according to the Schwab Center for Financial Research. “Th…
1 year ago
Dimensional Says High-Yield Public Debt Has the Edge Over Private
Private credit may be hot, but it isn’t for all investors and doesn’t do better than traded junk debt, according to Dimensional Fund Advisors, which …
1 year, 1 month ago
Polus Adds Credit Shorts, Sees Default Mountain Ahead
Tariffs are inflicting economic damage that will force more companies to default on their debt, according to Polus Capital Management. “We do have a …
1 year, 1 month ago