Private Credit

Global Direct Lending: Navigating Volatility, Seizing Opportunity

Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective.

Podcast – 40 min watch
Portfolio Finance

Portfolio Finance: What It Is and Why It Matters

Portfolio finance—a lesser-known segment of fund finance—is emerging as a powerful engine helping investors access private markets with more efficiency, diversification and control.

Newsletter – 3 min read
Real Estate

Holding Onto Assets Is Now an Opportunity Cost

In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.

Article – 3 min read
Private Credit

The Changing Face of Infrastructure Debt

In a recent Q&A with Infrastructure Investor, Richard Parker discusses how rising digital and energy demand is shaping risks and opportunities across global infrastructure debt markets.

Article – 4 min read
Madrid, Spain cityscape at sunset
Public Fixed Income

European CLOs: 101

European CLOs offer resilient, floating-rate credit exposure backed by strong protections and a rapidly maturing market.

Insights – 7 min read
Aerial view of Abandoned Open-pit iron mine in Kayseri, Turkey.
Public Equities

Keeping it “Real”—The Case for Natural Resource Equities

Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.

Short View – 9 min read