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Brilliant Investment Thinking by Advisers for Advisers.
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How to pick a better private credit provider

Not all private credit providers are created equally, and due diligence is crucial for investors. But what separates the wheat from the chaff?

No time like the present for senior secured loans: Invesco

Senior secured loans recover strongly from economic downturns and plenty of corporates are well prepared for any ructions ahead. Still, active management...

IPO market may be 'dead', but PE purveyors quietly making moves to build up runway

A confluence of challenges for small caps and technology stocks has led to a dearth of companies developing into IPO candidates in the last 18 months, but that...

Why Invesco thinks now is the time for senior secured loans

There's still ample opportunity for loans generate higher than historical average returns, with Invesco expecting outperformance over the next 6-12 months. And...

Private debt providers well positioned for 'mother of all default cycles': Revolution

Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been "sitting on their hands". And the...

Post-zero rate lending market opens the path for non-bank lenders

Despite facing rising interest rates, a higher cost of capital and concerns about their borrowing base, non-bank lenders have made their place in the...

Investors turning to private investment as companies shy away from listing

At this point companies have so many avenues to raise capital that listing in only one of several options. As a result companies are staying private for...

'Opaque' private credit purveyors add value, but quality is key: Mason Stevens

The proliferation of private credit providers in recent years is a boon for investors, explains Andrew Ash from Mason Stevens. But the attraction of...

Non-bank lending surges beyond more than housing lines

The non-bank sector is comparatively small but is growing in scale and impact, writes Thinktank's Peter Vala. For many borrowers, it's become a better option...

Epsilon doubles up on private lending with new senior loan fund

Two years after the launch of its inaugural direct lending fund, Epsilon have forged a partnership with a prominent multi-office family to debut a new low...

HMC capitalises on public/private hybrid approach to equity investment

David Di Pilla's listed property group is shaking things up with a fund that combines the best features of private and public investing to create a pro-active...