Content (20)
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White papers
IPM monthly blog – Edition September 2024: Our monthly insights into private markets
The last two years have been testing for real estate investors. But there are now numerous signs of recovery taking place in selected market areas. Transaction volumes are flattening and, in the UK, where valuations tend to be adjusted relatively quickly to transaction market data, investment volumes are already rising anew. The marginal improvement indicates that we have passed the bottom of this cycle in terms of investment volume.
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White papers
The critical role of covenants in Private Credit
Covenants in private credit often act as crucial safeguards, functioning as early warning systems for lenders. They help monitor borrower stability and manage risks, allowing lenders to intervene if deviations from their base case occur.
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White papers
The rise of semi-liquid secondaries funds
The secondary market in private equity consists of transactions where investors buy and sell existing private equity fund interests. In the first half of 2024, the global secondaries market had an estimated volume of USD 68 billion, which represents a 58% increase on the previous year’s 1H volume of USD 43 billion. The market can be broadly categorized into two main segments: GP-led secondaries and LP-led secondaries.
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White papers
Private credit: Everything old is new again
How do credit markets diversify and potentially smooth out returns in a portfolio? John Popp and Chris Kempton from UBS Credit Investments Group (CIG) discuss the latest market developments, opportunities, and more.
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White papers
Private Credit: Lessons from a deal-making expert
In a volatile economic climate with inflation and interest rate uncertainties, Kevin Lawi, Head of Private Credit at Credit Investments Group in UBS Asset Management, provides insights on the current state of public and private debt markets
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Podcast
Embracing the journey: PEI roundtable podcast on the secondaries market in the last decade
The global secondaries market has grown from roughly USD 47 billion in 2014 to more than USD 100 billion today as fund investors and fund managers alike have embraced the secondary market as a tool to actively manage their respective portfolios.
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White papers
Filling the void: A brief history (and future) of lending disruption
While the 2008 global financial crisis greatly sped up the growth of private credit, where is the disruption of bank lending headed next?
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Webinar
The compelling case for private credit: watch the webinar
Discover the growth opportunity in the private debt market, one of the fastest-growing segments in the capital markets. During the session, Rodrigo Trelles, Co-Head of O’Connor Capital Solutions, will provide insights into current opportunities and discuss what sets our strategy apart from competitors.
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White papers
IPM monthly blog – Edition June 2024: Our monthly insights into private markets
Commencement of interest rate cuts to support market
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White papers
Alternative investments: Asset allocation strategies in a changing environment
Highlights from the “An asset allocation solution for public and private markets” session at the Asia Investment Conference 2024
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White papers
Infrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times
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Webinar
Infrastructure Debt in 2024: watch the webinar
Where does the sweet spot for infrastructure debt in 2024 lie? Watch the webinar to find out