Posts Tagged ‘Private Credit Outlook 2022’
All Ahead Full: Private Credit Outlook 2022 (Last of a Series)
We planned last year to publish a special series on Environmental, Social and Governance (ESG). Unlike most topics in our…
Read MoreAll Ahead Full: Private Credit Outlook 2022 (Fifth of a Series)
Inflation and interest rates are linked, but not always in straightforward ways. Fear of higher prices can drive rates up,…
Read MoreAll Ahead Full: Private Credit Outlook 2022 (Fourth of a Series)
Back in 2015 we introduced the concept of the “cargo-pants strategy” [link]. It was our observation that direct lenders saw…
Read MoreAll Ahead Full: Private Credit Outlook 2022 (Third of a Series)
At recent private credit conferences we’ve been asked how managers think about portfolio construction. The answer depends on your experience…
Read MoreAll Ahead Full: Private Credit Outlook 2022 (Second of a Series)
Thanksgiving week in the US capital markets is always a mixed blessing. A wonderful time for families and friends, celebration…
Read MoreAll Ahead Full: Private Credit Outlook 2022 (First of a Series)
As investment managers run through the tape towards an incredibly productive 2021, many are now looking ahead to 2022. What…
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