Institutional credit investing is being reshaped by shifting liquidity dynamics, borrower behaviours, regulatory pressures and the blurring of public and private markets. These changes are ushering in a new era of investment expansion and vehicle innovation. Learn how institutions are moving beyond isolated sleeves to leverage opportunities across structures, teams and strategies.
The post-COVID era has redefined the credit landscape. Higher base interest rates, more dynamic private markets and persistent macro and geopolitical uncertainty have reset expectations for institutional investors.
Almost 95% of institutional investors now hold private credit in their portfolios and that investment shows no sign of slowing. At the same time, investors have been reengaging with public fixed income markets, according to Nuveen’s EQuilibrium survey.
The boundaries between public and private credit are dissolving. Sophisticated investors no longer evaluate these markets in isolation.
This shift reflects deeper structural changes. Over the past 25 years, corporate lending has steadily migrated from banks to nonbank and private lenders. Regulatory reform and capital constraints have accelerated this trend, fueling innovation across public and private credit structures. To thrive in this new architecture, credit market participants must move beyond historical silos and embrace the full opportunity set with an integrated, agile approach.
You can now read the full whitepaper at the link below
