Viewpoints

Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.

While Chinese equities have faced increasing scrutiny, we believe the long-term case for the asset class remains compelling—supported by technological advancement, policy support, a resurgent consumer, and attractive current valuations.

For investors looking to generate income, preserve capital, and achieve diversification—particularly at a time when macroeconomic and geopolitical uncertainties are high—taking a global approach to direct lending markets can be part of the solution.

In this interview from SuperReturn International, Tyler Gately and Stuart Mathieson discuss their takeaways from the conference and explore the key themes driving direct lending markets today—from slower M&A activity to navigating economic and geopolitical uncertainty.

CLOs provide an efficient, scalable way of investing in floating-rate loans while offering structural protection that has historically performed well through multiple credit cycles.

In the latest episode of ION Influencers Fireside Chats, Ian Wiese joined Giovanni Amodeo to explore the evolution of the secondary market in private assets.

Head of U.S. & European Debt Nasir Alamgir recently participated in a PERE Credit roundtable, joining other industry leaders to discuss where alternative lenders are finding opportunities amid continued volatility.

The Barings’ Global Private Credit team explores the dynamic characteristics of the North American, European and Asia-Pacific markets, and explains how a global approach across the three regions could potentially help to generate income, preserve capital and achieve diversification.

In this Q&A, Melissa Ricco breaks down the key characteristics of CLOs, explains why this has been one of the fastest growing asset classes for insurance companies—and explores what it takes to successfully navigate the CLO space.