GLOBAL PRIVATE CREDIT

Discipline for the Long Run

Rather than chasing yield through higher leverage or looser covenant structures, we take a disciplined approach to private credit—focusing on defensive sectors and businesses that have a reason to exist through all parts of a cycle.

Cycle-tested Approach

Diversified portfolios are built to perform through cycles

Experience working through difficult situations and market downturns

Broad Perspective

Valuable insight into the dynamics of each market

Access to a wide range of investment opportunities

Alignment of Interests

Invest our own capital in most transactions

Align our interests with those of our clients

Private Credit

Challenges & Opportunities in European Private Credit

In this interview, Alice Foucault discusses the key trends shaping private credit, where opportunities for growth are emerging, and what the biggest challenges facing LPs and GPS are.

Private Credit

North American Private Credit: Assessing the Landscape

The North American private credit market seems to be adjusting well to inflation and rising interest rates, but changes are likely coming, especially if a recession emerges and/or if rates remain elevated for longer than expected.

Private Credit

European Private Credit: From Competition to Consolidation

The combination of a tough macro environment and growing investor demand is creating a compelling opportunity in European private credit—but partnering with the right manager is crucial.

Market Views

“The companies that we lend to are generally in more defensive, less cyclical sectors with some pricing power, where demand is still robust.”

Ian Fowler

Co-head, Global Private Finance

Market Views

Strategies

Private Credit

Our global presence and longstanding expertise allows us to evaluate and capture the yield potential of illiquid and less liquid credit-based investments.

Financing Solutions

Private Credit

Through our broad industry network, we offer a diverse range of private debt financing solutions across our private credit, infrastructure debt and structured finance platforms.