2025 Top 500 ranking: 69
In this Infrastructure Investor roundtable, Orhan Sarayli discusses what’s driving the growth in appetite for infrastructure debt, how today’s macroeconomic backdrop is creating opportunities, and why the asset class is appealing throughout the cycle.
Amid a torrid time for private markets fundraising, infrastructure debt continued to prove a hit with investors in 2023. Brookfield closed the world’s largest ever infrastructure debt fund with capital commitments exceeding $6 billion at the tail end of last year.
You can now read the full whitepaper at the link below
A short-duration allocation to emerging market (EM) corporate debt offers the potential for attractive carry, incremental yield and portfolio diversification—while reducing interest rate sensitivity and preserving flexibility to reposition as monetary conditions evolve.
Tight spreads meet elevated all‑in yields as policy uncertainty, AI capex, and uneven growth set the stage. We see selective opportunities across High Yield, CLOs, IG Credit, and EM Debt—with 2026 shaping up as a year for rigorous credit picking.
Direct lending isn’t fading—it’s evolving. In this Q&A, Orla Walsh shares her insights on growth, competition, and what disciplined managers need to know as the market matures.
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